What are the responsibilities and job description for the Wealth Solutions Expert position at LourdMurray?
LourdMurray is a boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, artists, entertainers, athletes, and other extraordinary individuals and their families. We provide simplicity for their lives by helping them make more informed, confident, financial decisions so they can continue to pursue their passions.
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 organizational skills, with the ability to multi-task without sacrificing accuracy or quality. 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.
