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Company Contact Info
- Los Angeles, CA
- Byron Vargas
- Phone: 262-886-8000 ext. 260
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Wealth Management Advisor
PointOne Recruiting Solutions • Los Angeles, CA
Posted 2 months ago
Our client is a National Banking institution with a highly successful Wealth Management Department. The Wealth Management Advisor will play an active part in the department’s continued growth through business development efforts and expertise when servicing current relationships.
· Properly manage each account through ongoing communication to assess client’s needs in order to ensure they are receiving the best service and refer to the appropriate specialist when needed.
· Provide the client with the appropriate solutions based on their needs and goals in order to maximize their objectives.
· Maintain education on the client’s goals and strategy in regards to their account and properly educate them on the bank’s investment philosophy.
· Partner with other services providers of the client such as attorney, advisors, consultants, and other financial services providers to accomplish the service goals and objectives of the client.
· Stay abreast of the changes in regulations and ensure those changes are properly communicated.
· Technical skills and knowledge to develop a comprehensive financial plans for clients
· Bachelors Degree in Business
· Minimum of 9 years’ experience within Wealth Management (Trust and Fiduciary Management)
· CFP is preferred CTFA, CPA, JD desired