What are the responsibilities and job description for the Wealth Management Specialist position at Elevation Wealth Planning?
About Elevation Wealth Planning
We are a dynamic and growing firm committed to providing comprehensive financial planning and wealth management services to our clients.
We strive to create a supportive work environment that fosters professional growth and development for our team members.
Job Opportunity
We are seeking a motivated Financial Planning Specialist to join our team.
The successful candidate will have a strong background in finance, excellent analytical skills, and the ability to leverage technology to enhance financial planning processes.
Responsibilities:
- Develop Personalized Financial Plans: Create comprehensive financial plans tailored to clients' unique needs and goals.
- Analyze Financial Data: Evaluate clients' financial documents to assess their current situation and identify areas for improvement.
- Build Insurance Strategies: Develop and analyze insurance illustrations to support clients in making informed decisions about their insurance needs.
- Solve Complex Financial Challenges: Work closely with clients to understand their financial objectives and devise strategies to achieve them.
Requirements:
- Education: Bachelor's degree in Finance, Economics, Business, or a related field.
- Technical Skills: Proficient in Microsoft Excel and financial planning software.
- Attention to Detail: Exceptional attention to detail with the ability to produce accurate and precise work.
- Analytical Skills: Strong capability to analyze financial data and provide actionable insights.
- Communication: Excellent verbal and written communication skills to effectively interact with clients and team members.
