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 (FA/PWA team)
Builds
Individualized investment strategies and financial plans for clients
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Investment strategy analysis, financial planning, client relationship management, regulatory compliance, business development
Preferred skills
FINRA registration experience, extensive financial industry knowledge
Technologies
N/A
Responsibilities
Advise clients in accordance with team strategy, analyze investment opportunities and recommend strategies, prepare and deliver presentations for business development, comply with industry rules and regulations
Seniority
Mid-Senior, hands-on IC