Some addition responsibilities for this role include (but are not limited to):
- Managing and developing HNW client relationships while also sourcing new business
- Cultivating relationships with COI's through a comprehensive understanding of the financial needs of the clientele of the firm
- Leading the coordination of client interaction through meetings and phone conferences
- Developing a deep and knowledgeable financial acumen based upon the needs of the clients of the firm
This person must have:
- 5+ years of relevant experience in Wealth Management
- A Certified Financial Plannerโข certification is highly desired
- Bachelor's Degree from a 4-year University
- The ability to juggle multiple tasks simultaneously and proactively with a no job too big, no job too small mentality
