What are the responsibilities and job description for the Wealth Management Expert position at Planning Alternatives?
Company Overview:
Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services. Our mission is to leave clients better off by offering expert advice, strategies, and solutions tailored to their unique needs.
Position Overview:
The Senior Wealth Advisor will play a pivotal role in managing complex client relationships, providing personalized financial guidance, and helping clients achieve their long-term financial goals.
Main Responsibilities:
- Lead financial planning efforts, gathering and analyzing data to create customized strategies for high net worth individuals and families.
- Act as a trusted advisor, offering guidance on investment management, tax planning, estate planning, and other financial strategies.
- Develop and present sophisticated financial plans, ensuring all aspects of clients' financial lives are considered and optimized.
Key Skills:
- Proven experience managing large portfolios and overseeing assets under management.
- Expertise in investment management, tax planning, estate planning, and financial strategies for ultra-high-net-worth individuals.
- Leadership, communication, and relationship-building skills.
