What are the responsibilities and job description for the Wealth Management Professional position at Center for Wealth Preservation, LLC?
Customized Financial Solutions
The Center for Wealth Preservation, LLC is a leading provider of tailored financial solutions for high-net-worth individuals, corporations, and foundations.
As a key member of our team, you will have the opportunity to work closely with clients, develop personalized financial strategies, and guide them toward their financial goals.
- Develop comprehensive financial plans incorporating investment, insurance, retirement, tax, and estate planning.
- 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 deliver expert advice.
Key qualifications 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.
- Expertise in 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.
