What are the responsibilities and job description for the Wealth Management Strategist position at FIG Talent Solutions?
About FIG Talent Solutions
We offer a comprehensive suite of services designed to support the growth and development of financial advisors and institutions.
Your Key Responsibilities:
- Develop and implement strategic plans to enhance advisor relationships and drive business growth.
- Collaborate closely with cross-functional teams to deliver exceptional advisor experiences and optimize organic growth.
- Promote our wealth management and platform capabilities to target audiences through various marketing channels.
- Ensure seamless integration of new ideas and best practices into our operations.
What We Look for in Candidates:
- A bachelor's degree in finance or a related field.
- Proven experience in relationship management, consulting, or a related field.
- Strong knowledge of the RIA, IBD, and IAR models, as well as key industry trends and challenges.
- Excellent communication and interpersonal skills.
- A collaborative mindset and ability to work effectively in a team environment.
