What are the responsibilities and job description for the Wealth Counselor position at Innovations PSI?
Our client is seeking an experienced Wealth Counselor to serve as the primary point of contact for high-net-worth clients. This position is ideal for a skilled financial professional with expertise in creating detailed financial plans and managing multi-asset class portfolios.
Responsibilities :
- Serve as the primary contact for ~100 clients, handling client communications and relationship management.
- Conduct regular portfolio reviews (quarterly via phone, Zoom, or in-person) and document interactions in Salesforce.
- Collaborate with the investment team to develop appropriate asset allocations for multi-asset class portfolios.
- Create comprehensive financial plans through detailed client discussions using eMoney.
- Liaise between clients, the investment team, and Client Service Specialists for seamless service delivery.
Qualifications :
Salary : $100,000 - $125,000, up to $250,000 all in DOE
Please submit your resume for additional details and a full job description.
Salary : $100,000 - $125,000
