What are the responsibilities and job description for the Wealth Management Professional - Client Support position at Katalyst Systems Impact?
Required Skills and Qualifications
- Applicable financial services licensing (training provided for the right candidate).
- Excellent communication and relationship-building skills.
- Strong knowledge of financial markets and regulatory compliance.
A comprehensive benefits package is offered, including fully paid health, dental, vision, disability, and group life insurance, as well as a 401(k) retirement plan with a 5% employer match and discretionary profit-sharing contributions.