What are the responsibilities and job description for the Remote Wealth Management Advisor | WFH position at Get It - Real Estate?
Job Title: Wealth Management Advisor - Remote | WFH
Job Overview
We are seeking a dedicated Wealth Management Advisor to join our esteemed relationship management team. In this pivotal role, you will leverage your fiduciary expertise to provide strategic insights and tailored solutions for high-net-worth clients, assisting them in effectively managing and transitioning their wealth. This position offers the flexibility of remote work while maintaining a commitment to professional excellence and client satisfaction.
Key Responsibilities
This role presents numerous opportunities for professional development and advancement within our wealth management division, fostering a culture of continuous learning and collaboration among team members.
Company Culture And Values
Our organization is committed to fostering a respectful and inclusive workplace environment. We promote teamwork, professional integrity, and strong client relationships, emphasizing the importance of each team member’s contributions.
Join us as we strive to make a significant impact in the wealth management industry, helping our clients achieve their financial aspirations while enjoying a dynamic and supportive work culture.
Employment Type: Full-Time
Job Overview
We are seeking a dedicated Wealth Management Advisor to join our esteemed relationship management team. In this pivotal role, you will leverage your fiduciary expertise to provide strategic insights and tailored solutions for high-net-worth clients, assisting them in effectively managing and transitioning their wealth. This position offers the flexibility of remote work while maintaining a commitment to professional excellence and client satisfaction.
Key Responsibilities
- Provide fiduciary expertise to high-net-worth clients, crafting customized solutions that address their complex financial needs.
- Administer complex fiduciary accounts, ensuring compliance with legal and regulatory requirements.
- Maintain robust knowledge of fiduciary, investment, and taxation issues, applying sound judgment in all trust matters.
- Develop and execute service strategies that align with organizational standards, proactively addressing client needs and inquiries.
- Achieve personal sales targets while supporting team objectives to enhance revenue generation.
- Cultivate and expand relationships with clients and professional advisors to foster new business opportunities.
- Act as a leader within the team, providing guidance and mentorship to peers and contributing to a collaborative work environment.
- Strong analytical skills with proficiency in reading, writing, and mathematics.
- Exceptional interpersonal and communication abilities, with a strong focus on customer service.
- Proficiency in relevant software applications and a comprehensive understanding of brokerage regulations.
- Professional presentation skills, with the ability to articulate complex concepts clearly.
- Solid visual and auditory skills, accompanied by a valid driver's license.
- A minimum of five (5) years of experience in personal trust administration is required.
- Proven track record of sales achievements within the high-net-worth market.
- Preferred professional designations include JD, CTFA, CFP, or CPA.
- An undergraduate degree in a related field is preferred, alongside completion of relevant trust training programs such as Cannon Trust Schools I, II, and III.
This role presents numerous opportunities for professional development and advancement within our wealth management division, fostering a culture of continuous learning and collaboration among team members.
Company Culture And Values
Our organization is committed to fostering a respectful and inclusive workplace environment. We promote teamwork, professional integrity, and strong client relationships, emphasizing the importance of each team member’s contributions.
Join us as we strive to make a significant impact in the wealth management industry, helping our clients achieve their financial aspirations while enjoying a dynamic and supportive work culture.
Employment Type: Full-Time
