Relationship Associate

Diversified Trust; Memphis (TN); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Diversified Trust in the Southeast seeks a Relationship Associate to join a team of client professionals delivering wealth management, family office, investment advisory and trust services to clients.

You will assist senior wealth strategists, collect information, input data into planning software, prepare customized reports for meetings and support planning, client service, and business development activities.

Qualifications

• Bachelor's degree in Business or related field; advanced degree preferred.
• CFP, CPA, CPWA or other advanced designation required.
• 3+ years of financial planning, estate and/or tax planning experience, investment advisory or comparable experience preferred.
• Working knowledge of wealth management planning areas (cash flow, education, retirement, risk management, tax, trust and estate).
• Ethical practitioner with ability to exercise sound judgement and manage risk.
• Ability to develop trust and build internal and external relationships.
• Strong work ethic with ability to work under pressure and handle multiple tasks within deadlines.
• Strong analytical abilities and excellent attention to detail.
• Excellent writing and communication skills.

Responsabilités

• Assist senior wealth strategists and other client service team members in developing and servicing client specific financial plans.
• Correspond with clients to obtain necessary information for financial plan development; review and organize client source materials.
• Input information into planning software for analysis and development of client presentation materials.
• Participate in wealth strategies team meetings and collaborate to improve processes and deliverables.
• Assist with the preparation of customized reports and presentations for current and prospective client meetings.
• Attend periodic client meetings; follow up on outstanding client service items.
• Provide excellent client service; respond to day-to-day inquiries from clients and team members.
• Assist in research and development of client solutions.
• Engage in business development activities and assist in generation of new business.

Connaissances

Communication skills

Relationship building

Analytical abilities

Attention to detail

Formation

Bachelor's degree in Business or related field

CFP, CPA, CPWA or other advanced designation

Description du poste

Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $15 billion of client assets under management. Our clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans. We provide tailored investment management, financial planning, trust and estate, family office, and institutional advisory services through our offices in Atlanta, Charleston, Greensboro, Memphis and Nashville.

Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $15 billion of client assets under management. Our clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans. We provide tailored investment management, financial planning, trust and estate, family office, and institutional advisory services through our offices in Atlanta, Charleston, Greensboro, Memphis and Nashville.

Job Summary

The Relationship Associate works in partnership with a team of client professionals providing exceptional wealth management, family office, investment advisory and trust services to clients.

Primary Duties & Responsibilities

• Assist senior wealth strategists and other client service team members in developing and servicing client specific financial plans
• Correspond with clients to obtain necessary information for financial plan development; review and organize client source materials
• Initial input of information into planning software for analysis and development of client presentation materials
• Participate in wealth strategies team meetings and collaborate with colleagues to improve efficiency of wealth strategies processes and deliverables
• Assist with the preparation of customized reports and presentations for current and prospective client meetings
• Attend periodic client meetings; follow up with clients and team members on outstanding client service items
• Provide excellent client service; respond to day-to-day inquiries from clients and other client service team members
• Assist in the research and development of client solutions
• Engage in business development activities and assist in generation of new business

Skills and Qualifications

• Bachelor's degree in Business or related field; advanced degree preferred
• CFP, CPA, CPWA or other advanced designation required
• 3+ years of financial planning, estate and/or tax planning experience, investment advisory or comparable experience preferred
• A working knowledge of the application of wealth management planning such as cash flow, education, retirement, risk management and insurance, tax, business tax, trust and estate and wealth transfer
• Ethical practitioner with ability to exercise sound judgement and effectively manage risk
• Ability to develop trust and build internal and external relationships
• Strong work ethic with ability to work under pressure and handle multiple tasks within deadlines
• Strong analytical abilities and excellent attention to detail
• Excellent writing and communication skills