Wealth & Asset Management

Set appointments with Client(s); Discuss list of documents needed for credit and/or budget analysis process; Follow-up with client(s) on current or outstanding documents needed for transactional processing on hold; Advise clients on their financial information during consultation, to include but not limited to: total annual income, debt obligations, monthly expenses, savings/assets; Discuss many financial topics with clients, including debt management, savings objectives and strategies; Conduct final closing presentation on approved analysis with client from clients portfolio account; Help clients understand their financial circumstances and reach their financial goals. Qualifications: Requirements: 5+ year(s) of Wealth & Asset Management consulting experience. Desired Skills: Strong client relations with excellent oral/written communication skills; Time management; Heavy calendar processing; Knowledge and ability in servicing and managing a pipeline of portfolio accounts; Advance knowledge with Microsoft Office & Google Suite; Advance knowledge in reporting, data analytics, and preparing client presentation summary account reports. Education: HS Diploma (Required) / bachelor's degree (Preferred) / License: Series 65 or 66 (Required) / Certification (Preferred) Start Date: 2/3/2025