Wealth & Asset Management

Walk clients through application process;

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.

Requirements: 3-5 years 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 63 & 65 (Required) / or Certification (e.g. CFA, ChFC, WMCP, FPWMP, CFP, AAMS) (Preferred)

Start Date: 06/02/2025

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