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Wealth Management Advisor

PointOne Recruiting Solutions • Los Angeles, CA

Posted 2 months ago

Job Snapshot

Full-Time
Travel - None
Experience - 9 years
Degree - 4 Year Degree
Bonus
Accounting - Finance, Banking - Financial Services, Other Great Industries
Finance, Banking, Accounting

Job Description

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.

Responsibilities:

·         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

Job Requirements

Qualifications:

·         Bachelors Degree in Business

·         Minimum of 9 years’ experience within Wealth Management (Trust and Fiduciary Management)

·         CFP is preferred CTFA, CPA, JD desired

Job ID: BXVwmaCA
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