Summary Sheet: Banking & Financial Services |
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| Advertiser Name | Tandym Health | | Advertiser Type: | Agency |
| Classification: | Banking & Financial Services | | Subclassification: | |
| Country: | United States | | Location: | United States |
| Language: | English - United Kingdom (en-GB) | | Contact Name: | |
| Employment Type: | Permanent | | Workhours: | Not Specified |
Position: Physician / California / Permanent / Certified Financial Wealth Planner Job |
Description: A financial services firm in California is currently seeking an experienced professional to join their staff in Los Angeles as their newCertified Financial Wealth Planner. In this role, the Certified Financial Wealth Planner is responsible for maintaining existing clients and helping to grow and expand the firm.
Responsibilities:
The Certified Financial Wealth Planner will:
- Manage client relationships with extensive client contact
- Actively manages a client portfolio for the overall development and management of an investment strategy
- Provides financial planning to the clients
- Oversee the processes of opening accounts, drafting correspondence to clients, transferring/distributing assets
- Respond to direct client requests
- Ensure the continued development of new business developed through independent means and utilizing professional networking and direct solicitation
- Perform other duties, as needed
Qualifications:
- 5+ years of general Wealth Advisory & Portfolio Management experience
- Bachelors Degree
- Experience interfacing with High Net Worthclients
- Established network of accounting and legal professionals in the local and regional markets.
- Solid problem solving and time management skills
- Great interpersonal skills
- Excellent communication skills (written and verbal)
- Strong attention to detail
- Highly organized
Desired Skills:
- Master's Degree
- CFP
- Familiarity with Junxure, Advyzon, e-money, Morningstar, Zoom and Slack and other Client Reporting applications
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