What are the responsibilities and job description for the Personal Wealth Manager position at Fruition Financial?
Position Responsibilities
- Build and maintain strong, trust-based relationships with an existing book of clients.
- Conduct financial planning sessions focused on cash flow, investment strategies, tax planning, estate planning, retirement planning, and insurance solutions.
- Review and analyze clients' financial situations to provide tailored advice and recommendations.
- Collaborate with senior advisors and other team members to ensure seamless client service.
- Stay updated on financial regulations, market trends, and best practices to provide informed advice.
- Proactively monitor client accounts and plans, making adjustments as necessary to align with their goals.
Why Work at Fruition Financial?
- Focus on holistic financial planning without the need for sales or business development.
- Collaborative and supportive team environment.
- Competitive compensation package.
- Ongoing professional development and career growth opportunities.
