Wealth Management Consultant
About The Position
As a Wealth Management Consultant, you will provide a centralized financial planning support role in the overall delivery of our Wealth Management efforts. Essential aspects of the role include engaging clients and prospects in the financial planning process, assisting colleagues in the creation of wealth management plans, regular use of financial planning tools to create client reports, and researching wealth management/planning topics for both internal and external communication. This is not a sales position. You will report to the Managing Director of Advisory Services
Requirements
- Bachelor’s degree
- 3+ years of experience
- CERTIFIED FINANCIAL PLANNER™ designee or professional
Nice To Haves
- Experience working directly with clients
Responsibilities
- Work with members of your team to complete comprehensive financial plans for clients
- Become proficient in the use of our financial planning applications and resources
- Help train our Financial Consultants and Relationships Managers on the use of financial planning tools
- Research relevant financial planning topics and present on those topics
- Provide analytical insight, conduct research, and write articles, blog posts, and other content that can be distributed to clients and prospects
- Help track our Wealth Management efforts and usage of our financial planning tools
- Coordinate Salesforce efforts with the Marketing and Client Services departments
- Attend client meetings as needed
Benefits
- Health, dental & vision insurance
- Employer HSA contribution
- Opt out credit
- 401k employer match
- Paid volunteer days
- Gym reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
251-500 employees
