What are the responsibilities and job description for the Wealth Management Consultant position at Center for Wealth Preservation, LLC?
Role Overview
The Center for Wealth Preservation, LLC seeks a skilled Wealth Management Consultant to join our team. In this role, you will work closely with high-net-worth individuals, professional athletes, corporations, and foundations to develop and implement comprehensive financial plans tailored to their unique goals.
Key Responsibilities:
The Center for Wealth Preservation, LLC seeks a skilled Wealth Management Consultant to join our team. In this role, you will work closely with high-net-worth individuals, professional athletes, corporations, and foundations to develop and implement comprehensive financial plans tailored to their unique goals.
Key Responsibilities:
- Assess clients' financial situations and develop personalized financial strategies.
- Implement comprehensive financial plans, including investment, insurance, retirement, tax, and estate planning.
- Maintain ongoing relationships with clients, providing guidance and support as needed.
- Collaborate with internal teams to ensure seamless execution of financial plans and high-level client service.
Requirements: Minimum of 5 years' experience in wealth management or financial planning. Bachelor's degree in Finance, Economics, or a related field. Professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Familiarity with financial planning software and other industry-related tools.
Financial Services Consultant
Center for Wealth Preservation, LLC -
Syosset, NY
Business Development Associate
Rockline Wealth Management, LLC -
Plainview, NY
Financial Services - Part to Full time Support and Marketing
Ivory Wealth Management, Inc. -
Huntington, NY
