Wealth Planner & Client Relationships Specialist

Radium Search; Town of Florida (NY); Sur place; USD 100 000 - 120 000; Plein temps

Avantages offerts par ce poste

Life, Personal Accident, and Disability Insurance

Flexible Spending & Health Savings Accounts

401(k) Plan with Company Match

Generous PTO and Paid Holidays

Opportunities for career development

Résumé du poste

A wealth management firm in Jupiter, Florida is seeking a passionate Service Advisor to build long-term relationships with clients and provide strategic financial advice. This role requires a Bachelor's Degree in Finance or related field and active financial certifications. You will manage client portfolios and provide comprehensive financial planning services. Offering a base salary of $100,000 to $120,000, the position also includes benefits such as insurance, flexible spending accounts, and career development opportunities.

Qualifications

• Bachelor’s Degree in Finance, Financial Planning, or a related field required.
• Active Series 65 or 66, and relevant certifications necessary.
• Proficiency in Microsoft Office and CRM tools needed.

Responsabilités

• Manage and grow assigned client relationships.
• Provide strategic financial advice to clients.
• Conduct regular reviews of client accounts.

Connaissances

Excellent communication

Relationship-building

Financial product knowledge

Proficiency in Microsoft Office

CRM tools proficiency

Growth mindset

Formation

Bachelor’s Degree in Finance or related field

Active Series 65 or 66 license

CFP®, CFA®, ChFC®, or CIC certification

Life and Health Insurance License

Outils

Salesforce

Description du poste

A wealth management firm in Jupiter, Florida is seeking a passionate Service Advisor to build long-term relationships with clients and provide strategic financial advice. This role requires a Bachelor's Degree in Finance or related field and active financial certifications. You will manage client portfolios and provide comprehensive financial planning services. Offering a base salary of $100,000 to $120,000, the position also includes benefits such as insurance, flexible spending accounts, and career development opportunities.