What are the responsibilities and job description for the Wealth Planner / Certified Financial Planner position at Harrison Gray Search and Consulting LLC?
Harrison Gray has partnered with a growing wealth management firm in Los Angeles to find their next Wealth Advisor. This role is responsible for helping to grow and expand the firm while servicing client relationships.
Responsibilities
The Wealth Advisor / Certified Financial Planner can expect to focus on the following areas :
- Manage client relationships with extensive client contact.
- Actively manages a client portfolio for the overall development and management of an investment strategy.
- Provides financial planning to the clients.
- Oversee the processes of opening accounts, drafting correspondence to clients, and transferring / distributing assets.
- Respond to direct client requests.
- Continued development of new business. Developed through independent means and utilizing professional networking and direct solicitation.
Qualifications
The Wealth Advisor / Certified Financial Planner position typically requires the following qualifications :
Designations : CFP Preferred
Salary and Benefits
Pay / benefits are competitive based on industry standards
Rewards :
This is an in-office position.
