What are the responsibilities and job description for the Client Wealth Solutions Specialist position at Financial Planner Recruiting, LLC?
Senior Wealth Management Advisor Wanted
We are a boutique wealth management firm located in Connecticut seeking a Senior Wealth Management Advisor to join its team.
This is a client-facing position that offers a competitive salary plus bonus and a comprehensive benefits package.
The ideal candidate will have a Bachelor's Degree and at least 5 years of experience in wealth management, with a focus on client relationships.
Key responsibilities include:
- Managing a portfolio of client relationships
- Leading client meetings and coordinating the financial plan manufacturing process
- Assembling materials for client meetings, including agendas, reviews, and financial plans
A strong understanding of market updates and relevant products is essential for success in this role.
