What are the responsibilities and job description for the Wealth Management Specialist position at Garry Executive Search?
We are seeking an experienced Certified Financial Planner to join our team at Garry Executive Search. Our client is a well-established, fee-only registered investment advisor located in central New Jersey, providing a unique opportunity to engage in all aspects of wealth management.
About the Position
This full-time position offers the chance to work with high-net-worth portfolios, managing investments, creating financial plans, and delivering expert advice to clients. You will collaborate with senior advisors to develop customized wealth management solutions, including investment proposals, financial projections, and estate planning reviews.
As a primary advisor, you will conduct client meetings, providing personalized financial guidance and investment advice. Additionally, you will serve as a secondary contact and support for existing clients, handling inquiries related to portfolio performance, market insights, and retirement planning.
To be successful in this role, you will need a strong understanding of financial planning principles and excellent communication skills. A Bachelor's degree from a four-year accredited institution is required, along with 3-10 years of experience within wealth management, financial planning, or a related field.
Key Responsibilities
- Collaborate with senior advisors to develop customized wealth management solutions
- Conduct client meetings and provide personalized financial guidance and investment advice
- Handle inquiries related to portfolio performance, market insights, and retirement planning
- Develop and maintain relationships with clients
Requirements
- Bachelor's degree from a four-year accredited institution
- 3-10 years of professional experience within wealth management, financial planning, or a related field
- Strong understanding of financial planning principles
