What are the responsibilities and job description for the Wealth Management Executive position at Lifetime Recruiting Strategies?
Our company, Lifetime Recruiting Strategies, is seeking a highly skilled and ambitious Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for working closely with clients to understand their financial goals and objectives, and developing customized financial plans to help them achieve their desired outcomes.
Key Responsibilities:
- Conduct in-depth financial assessments to identify clients' areas of strength and weakness, and develop targeted strategies to address any gaps or deficiencies.
- Develop and implement comprehensive financial plans that align with clients' goals and objectives, including investment and wealth management strategies.
- Provide ongoing monitoring and review of clients' financial plans, making adjustments as needed to ensure continued alignment with their goals and objectives.
- Collaborate with other members of the Lifetime Recruiting Strategies team to ensure seamless delivery of service to clients.
- Staying up-to-date with industry trends and developments, and leveraging this knowledge to continually improve services offered to clients.
Requirements:
- Series 6, 65, and 7 licenses required.
- Minimum 3-5 years of experience in financial services industry.
- Marketing/business development aptitude and entrepreneurial spirit.
- Excellent interpersonal skills, high level of integrity, and competitive drive.
- Bachelor's degree or equivalent education required, MBA or JD preferred.
If you are a motivated and results-driven professional with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity to join our team as a Private Wealth Advisor at Lifetime Recruiting Strategies.
Please contact us to discuss this opportunity further and learn more about our company culture and values.
