What are the responsibilities and job description for the Boutique Wealth Manager Role position at Financial Planner Recruiting, LLC?
Job Summary
The boutique wealth management firm is seeking a Senior Wealth Management Advisor to join their team. The ideal candidate will have experience in managing client relationships, leading meetings, and ensuring the delivery of exceptional service.
Main Responsibilities
- Establish a trusting relationship with new clients and facilitate a smooth hand-off from the Managing Partner.
- Coordinate client engagement, financial plan manufacturing, and communications.
- Lead client meetings, document decisions, and action items, and ensure deadlines are met.
Requirements
- 5 years of experience in wealth management and a client-facing role.
- Bachelor's Degree required.
What We Offer
This position offers a unique opportunity to work with a boutique wealth management firm and contribute to the growth of the company.
The boutique wealth management firm is seeking a Senior Wealth Management Advisor to join their team. The ideal candidate will have experience in managing client relationships, leading meetings, and ensuring the delivery of exceptional service.
Main Responsibilities
- Establish a trusting relationship with new clients and facilitate a smooth hand-off from the Managing Partner.
- Coordinate client engagement, financial plan manufacturing, and communications.
- Lead client meetings, document decisions, and action items, and ensure deadlines are met.
Requirements
- 5 years of experience in wealth management and a client-facing role.
- Bachelor's Degree required.
What We Offer
This position offers a unique opportunity to work with a boutique wealth management firm and contribute to the growth of the company.
