Private Wealth Management Investment Consultant - Relationship Manager
Core
Develop, maintain, and oversee relationships with new and existing clients to help them realize financial goals through individualized investment consulting and wealth management strategies.
Role type
Private Wealth Management Investment Consultant (Relationship Manager)
Builds
Client financial plans and investment strategies
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Investment analysis, Financial planning, Client relationship management, Regulatory compliance, Presentation skills
Preferred skills
FINRA Registration, Series 7 and 63 licenses, 5+ years business experience
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