What are the responsibilities and job description for the Wealth Management Specialist position at TalentLink Solutions?
TalentLink Solutions is committed to providing holistic financial solutions to our clients. As a Wealth Management Specialist, you will work closely with our team to deliver prompt and thorough client service, collaborating with other professionals such as attorneys and CPAs to provide comprehensive financial guidance.
Your responsibilities will include engaging with prospective clients, managing client relationships, and preparing agendas for client meetings. You will also complete financial planning analyses, ensure client assets are invested in alignment with their risk tolerance and goals, and gather data from clients to analyze their current financial situation.
The successful candidate will have a genuine interest in serving and caring for clients, excellent verbal and written communication skills, and the ability to prioritize multiple tasks and anticipate potential problems. Familiarity with Wealthbox CRM, eMoney, Holistiplan, or similar software is preferred.
We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply.
