PWM Investment Consultant - Relationship Manager
Core
Develop, maintain, and oversee relationships with new and existing clients to help them realize financial goals through strategic investment consulting and wealth management.
Role type
Investment Consultant - Relationship Manager
Builds
Individualized investment strategies, financial plans, and wealth management solutions
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, investment strategy analysis, financial planning, business development, regulatory compliance, presentation delivery
Preferred skills
FINRA registration experience, prior career success in business
Technologies
Financial planning tools, investment platforms
Responsibilities
Advise clients on investment opportunities and recommend strategies, maintain and develop client relationships, prepare and deliver presentations for business development, comply with industry rules and regulations, partner with Financial Advisors to implement business plans
Seniority
Mid-Senior level, requires 5+ years experience