What are the responsibilities and job description for the Investment Strategist position at Main Line Search?
Join a top-ranked wealth management firm in the DMV and become a skilled Financial Planner.
This esteemed company has built a reputation as a trusted advisor for individuals seeking comprehensive wealth management solutions.
We have a strong track record of placing candidates at this firm and are confident in our ability to provide valuable insights into the company culture and opportunities for growth.
Key Responsibilities:
- Develop and implement customized financial plans tailored to clients' unique needs and objectives.
- Provide expert advice on investment strategies, tax planning, retirement planning, estate planning, and risk management.
- Regular meetings with clients to review and update their financial plans as necessary.
- Analyze client portfolios and financial statements to optimize investment performance and mitigate risks.
- Stay informed on industry trends, market conditions, and regulatory changes to offer informed recommendations.
- Ensure compliance with industry regulations and firm policies in all client interactions and documentation.
- Utilize advanced financial planning software and CRM systems to efficiently manage client data.
- Collaborate with internal teams to deliver exceptional client service and achieve business goals.
Qualifications & Skills:
- Bachelor's degree in Finance, Economics, Business, or a related field.
- At least 5 years of experience in financial planning, wealth management, or investment advisory.
- Certified Financial Planner (CFP) designation is required.
- Strong knowledge of investment strategies, tax planning, estate planning, and retirement strategies.
- Excellent analytical, problem-solving, and decision-making skills.
- Exceptional communication and interpersonal skills to build and maintain strong client relationships.
- Proficiency in advanced financial planning software (e.g., eMoney, MoneyGuidePro) and CRM systems.
- Ability to manage multiple client portfolios and prioritize workload effectively.
Salary is commensurate with experience.
Discover our current job openings by visiting our website: Main Line Search Job Openings
