Certified Financial Wealth Planner

A financial services firm in California is currently seeking an experienced professional to join their staff in Los Angeles as their new Certified Financial Wealth Planner. In this role, the Certified Financial Wealth Planner is responsible for maintaining existing clients and helping to grow and expand the firm. Responsibilities: The Certified Financial Wealth Planner will: Manage client relationships with extensive client contact Actively manages a client portfolio for the overall development and management of an investment strategy Provides financial planning to the clients Oversee the processes of opening accounts, drafting correspondence to clients, transferring/distributing assets Respond to direct client requests Ensure the continued development of new business developed through independent means and utilizing professional networking and direct solicitation Perform other duties, as needed Qualifications: 5+ years of general Wealth Advisory & Portfolio Management experience Bachelor's Degree Experience interfacing with High Net Worth clients Established network of accounting and legal professionals in the local and regional markets. Solid problem solving and time management skills Great interpersonal skills Excellent communication skills (written and verbal) Strong attention to detail Highly organized Desired Skills: Master's Degree CFP Familiarity with Junxure, Advyzon, e-money, Morningstar, Zoom and Slack and other Client Reporting applications

Created: 2024-11-05