What are the responsibilities and job description for the Wealth Manager / Financial Planner position at Innovative Premier Financial Service IPFS?
Company Description
We suggest you enter details here.
Role Description
This is a full-time, on-site role for a Wealth Manager / Financial Planner located in Houston, TX. The Wealth Manager / Financial Planner will be responsible for developing financial plans for clients, managing client investments, conducting financial analysis, providing investment advice, and handling insurance matters. The role requires building long-term relationships with clients, understanding their financial goals, and creating strategies to achieve these goals. The Wealth Manager / Financial Planner will also need to stay updated on market trends, regulatory changes, and financial products.
Qualifications
- Experience in Financial Planning, Finance, and developing financial strategies
- Knowledge in Investment Management and handling Investments
- Expertise in Insurance matters and providing related advice
- Strong analytical skills and attention to detail
- Excellent written and verbal communication skills
- Ability to build and maintain long-term client relationships
- CFA, CFP, or other relevant certifications are preferred
- Bachelor's degree in Finance, Economics, Business, or related field