Job Description

We are a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We are one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

We help clients pursue the life they envision through a one-on-one relationship and we are committed to their needs. We believe trust comes from transparency.

KEY RESPONSIBILITIES:

• Build and maintain a clear process for adding to and updating client profile information in Salesforce after regular client reviews
• Consistently make adjustments to analytics, portfolio, balance sheet, net worth statement and recommendations based on new or relevant information
• Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
• Maintain a robust knowledge of the firm’s latest planning tools, techniques and strategies
• Possess a working knowledge of financial planning wealth management tools
• Manage the team’s client profiling process by leveraging all Firm resources
• Deliver holistic goals-based financial solutions to clients
• Prepare and present detailed customized client reports including metrics on progress to goals, especially during client reviews
• Fulfill continuing education requirements to maintain designation(s)
• Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
• Complete required training, obtain industry licenses, master assessments, maintain continuing education requirements and meets minimum performance standards
• Source prospective clients and capitalize on referrals
• Deliver customized solutions and through collaboration deliver the full resources Qualifications

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