What are the responsibilities and job description for the Personal Finance Advisor position at LourdMurray?
As a Wealth Manager at LourdMurray, you will play a critical role in providing exceptional client service and driving business growth. You will work closely with our Wealth Advisors and Senior Wealth Managers to deliver 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 success.
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 leadership skills, with the ability to lead cross-functional teams and collaborate with internal departments to provide seamless execution of plan designs. 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 results-driven individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.
