What are the responsibilities and job description for the Wealth Management Associate position at Falcon Wealth Planning, Inc.?
Company Overview
Falcon Wealth Planning prioritizes client-centric practices, fostering trust and long-term relationships. This collaborative environment offers professional growth opportunities.
Job Description
The Relationship Manager supports Falcon Wealth Planning's client relationships and assists clients with assets ranging from $250,000 to $500,000.
Key Responsibilities:
- Manage client relationships, providing exceptional service and addressing client inquiries and concerns.
- Communicate effectively with clients via various channels, ensuring their needs are met and financial goals are being addressed.
- Collaborate with internal teams to deliver tailored solutions for clients' complex financial situations.
- Prepare and present client-facing documents, ensuring accuracy and timeliness.
- Document client interactions and updates in the CRM system, maintaining accurate records.
- Coordinate client meetings and administrative tasks, ensuring seamless transitions.
Qualifications:
- Experience: 3-5 years in financial services, wealth management, or client relationship management.
- Relevant qualifications include certifications in financial planning (e.g., CFP, Series 65).
- Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly.
- Strong organizational skills and attention to detail.
- Ability to manage multiple tasks and prioritize client needs effectively.
- Proficient in Microsoft Office Suite and CRM software.
Salary : $250,000 - $500,000
