What are the responsibilities and job description for the Wealth Management Specialist position at Center for Wealth Preservation, LLC?
About Us
The Center for Wealth Preservation is a premier wealth and financial management firm committed to delivering customized financial solutions for clients including high-net-worth individuals, professional athletes, corporations, and foundations.
We take pride in helping our clients achieve financial security and long-term prosperity through tailored strategies and personalized service. This role offers the opportunity to work closely with clients, develop comprehensive financial plans, and play a critical role in guiding them toward their financial goals.
Key Responsibilities:
- Develop and implement personalized, comprehensive financial plans tailored to clients' unique goals including investment, insurance, retirement, tax, and estate planning.
- Collaborate with internal teams to ensure seamless execution of financial plans and high-level client service.
- Monitor financial plans regularly, adjusting strategies based on market conditions and clients' evolving needs.
- Stay up to date on market trends, tax laws, and financial industry regulations to provide clients with the most relevant and effective advice.
Requirements:
- A minimum of 5 years' experience in wealth management or financial planning.
- A 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.
