What are the responsibilities and job description for the Financial Planning Director position at LourdMurray?
The Senior Wealth Manager will play a critical role in our wealth solutions team, responsible for delivering tailored financial solutions for clients and providing high-level consultative financial advice.
This role involves working closely with Wealth Advisors to create comprehensive wealth management strategies, leveraging internal and external resources to meet the complex needs of our affluent clients.
The ideal candidate will possess a deep understanding of financial planning and wealth management strategies, with a minimum of 5 years of related industry experience.
Key Skills:
- Strong understanding of financial planning and wealth management strategies.
- Ability to collaborate with Wealth Advisors to create tailored financial solutions.
- Utilize internal and external resources to meet the complex needs of clients.
- Strong organizational skills and ability to multi-task without sacrificing accuracy or quality.
