Registered Wealth Management Advisor
Core
Manage and deepen client relationships, collaborate on investment strategies, and facilitate client meetings for financial services clients.
Role type
Client Relationship Manager (Wealth Management)
Builds
Client relationships and investment strategies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client Relationship Management (CRM) software, Microsoft Office Suite, Excel, Financial planning software, Investment concepts, Financial markets knowledge, Securities industry regulations, Trading terminology
Preferred skills
Relationship management experience, Financial planning software proficiency, Analytical research skills
Technologies
CRM software, Microsoft Office Suite, Excel
Responsibilities
Manage and deepen client relationships, Collaborate with investment team to develop models and strategies, Enter trades, orders, and rebalances, Prepare financial reports and spreadsheets, Schedule and facilitate client meetings, Participate in marketing efforts including seminars
Seniority
Mid-level, 3+ years experience