What are the responsibilities and job description for the Financial Strategist position at LourdMurray?
At LourdMurray, we are committed to providing exceptional wealth management services to high-net-worth clients. Our team of experienced professionals is dedicated to creating customized financial solutions that cater to the unique needs and goals of our clients.
We are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will play a vital role in delivering comprehensive wealth management strategies to our clients and their advisors. Your expertise and guidance will help us build long-lasting relationships with our clients and drive business growth.
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 interpersonal skills, with the ability to communicate effectively with executives, wealthy individuals, and family office-type clients. Additionally, you should be proficient in eMoney or similar portfolio accounting systems and have a solid understanding of personal tax issues.
If you are a self-motivated individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.
