Our wealth management firm employs a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof. We focus on families, small business owners and individuals with complicated fiscal dynamics. We are a growing wealth management firm which is expanding our team this year by adding a Wealth Management Planner. This is your chance to play a key role in the future success of our growing organization.
Position Overview
As a Wealth Management Planner, you will work closely with a Wealth Management Advisor to cultivate relationships with prospective and existing clients. You will meet regularly with clients, assisting them to meet their short- and long-term financial goals, analyzing financial information, designing impactful financial plans, and monitoring portfolios & planning outcomes. You must be a good listener and demonstrate a keen competency to transform problems into opportunities. You must possess a desire to work with people, as well as having excellent communication and interpersonal skills to work in this people-oriented business. You will utilize planning software, client relationship management system, and research tools to advise the clients.
Responsibilities • Work closely with a Wealth Management Advisor to cultivate new and existing client opportunities by capitalizing on networking and referrals. • Participate in client meetings, assisting the Wealth Management Advisor in serving our clients short- and long-term financial goals. • Handle communication with client base including phone calls, emails, and meetings. • Promote established investment models and strategies that are suitable for our targeted clients. • Respond to client servicing needs and requirements as determined through client interaction. • Provide professional and positive service to client base. • Adhere to all company and industry supervisory guidelines and policies. • Attend firm client events.
Qualifications • Bachelor's degree • Series 65 or 66 (or obtain Series 65 within 90 days of employment). (Company paid) • Interest in obtaining a Certified Financial Planner (CFP) Certification • Excellent interpersonal & communication skills. • Excellent attitude and an extraordinary client service orientation. • A genuine interest in serving and caring for other people. • Excellent organizational and time management skills.
In exchange for your expertise, we offer a base salary, quarterly commissions program, 401(k) plus matching, health benefits, a potential for career growth, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on healthy living. For more information about our company, please visit our website wamboltwealth.com.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.