What are the responsibilities and job description for the Wealth Management Specialist position at Planning Alternatives?
Company Overview
At Planning Alternatives, we strive to deliver comprehensive financial planning and asset management services that truly enrich our clients' lives. Our mission is built on the foundation of integrity, strong relationships, and client-centric solutions. We aim to leave our clients better off by providing the expertise, strategies, and support needed to achieve their vision of wealth.
Job Description
The Wealth Advisor will be responsible for leading client relationships and contributing to the strategic growth of the firm. This role involves advising clients on key areas of financial planning, such as investment management, insurance needs, cash flow, retirement planning, estate planning, and charitable giving.
Key Responsibilities
- Understand Clients' Financial Needs: Engage with clients to gather and analyze financial data, including income, expenses, insurance, tax status, and risk tolerance, to develop personalized financial plans.
- Provide Financial Advice & Ongoing Support: Address client questions and concerns about their financial status, offering professional advice to help them improve their financial outcomes.
Required Skills and Qualifications
The ideal candidate will possess a Bachelor's Degree in Business, Finance, or a related field from an accredited college or university. They must have at least 3 years of industry experience as a Financial Advisor, with a proven ability to manage assets under management (AUM) of $1 million per client. The CFP designation is also required. Additionally, the candidate should have strong knowledge of investment business and financial planning principles, experience with financial planning software, and proficiency in Microsoft Office.
