What are the responsibilities and job description for the Investment Management Advisor position at Center for Wealth Preservation, LLC?
Strategic Financial Planning
As a member of the Center for Wealth Preservation, LLC team, you will be responsible for designing and implementing comprehensive financial plans tailored to clients' unique goals, including investment, insurance, retirement, tax, and estate planning.
Key responsibilities include:
- Collaborate with internal teams to ensure seamless execution of financial plans and exceptional client service.
- Regularly monitor financial plans, adjusting strategies based on market conditions and clients' evolving needs.
- Stay current on market trends, tax laws, and financial industry regulations to provide expert advice.
Requirements include:
- 5 years' experience in wealth management or financial planning.
- Bachelor's degree in Finance, Economics, or a related field.
- Professional certification such as CFP or CFA.
- Proficiency in financial planning software and industry-related tools.
Preferred qualifications include:
- Master's degree in Finance or a related field.
- Client-facing experience within a wealth management firm.
- Advanced knowledge of tax laws related to investments and personal finance.
- Experience managing HNW and UHNW clients.
Benefits include:
- State-of-the-art tools, mentorship, and in-house marketing resources.
- Competitive compensation structure with commission-based earnings, bonuses, and transition support.
- Flexible work environment and opportunities for professional growth.
