What are the responsibilities and job description for the Certified Financial Wealth Planner position at Tandym Group?
A financial services firm in California is currently seeking an experienced professional to join their staff in Los Angeles as their new Certified Financial Wealth Planner. In this role, the Certified Financial Wealth Planner is responsible for maintaining existing clients and helping to grow and expand the firm.
Responsibilities :
The Certified Financial Wealth Planner will :
Manage client relationships with extensive client contact
Actively manages a client portfolio for the overall development and management of an investment strategy
Provides financial planning to the clients
Oversee the processes of opening accounts, drafting correspondence to clients, transferring / distributing assets
Respond to direct client requests
Ensure the continued development of new business developed through independent means and utilizing professional networking and direct solicitation
Perform other duties, as needed Qualifications :
5 years of general Wealth Advisory & Portfolio Management experience
Bachelor's Degree
Experience interfacing with High Net Worth clients
Established network of accounting and legal professionals in the local and regional markets.
Solid problem solving and time management skills
Great interpersonal skills
Excellent communication skills (written and verbal)
Strong attention to detail
Highly organized Desired Skills :
Master's Degree
Familiarity with Junxure, Advyzon, e-money, Morningstar, Zoom and Slack and other Client Reporting applications
