What are the responsibilities and job description for the Estate Planning Specialist position at LourdMurray?
LourdMurray is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
We are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will work closely with our Wealth Advisors and Senior Wealth Managers to create tailored financial solutions for our clients. You will also contribute to client meeting preparation, development of financial plans, and meeting follow-up communications efforts.
The successful candidate will have at least 3 years of experience in wealth management or financial planning for high-net-worth clients. You should possess strong analytical skills, with the ability to identify planning issues and opportunities and channel them upwards to the senior members of the team. Additionally, you should be familiar with eMoney or similar portfolio accounting systems and have proficiency in Microsoft Office, CRM (Salesforce), and other task management applications.
If you are a detail-oriented individual with excellent communication skills, we encourage you to apply for this exciting opportunity.
