What are the responsibilities and job description for the Financial Planner w/ CFP or CFA designation position at Wallstreet Alliance Group?
Job Description
Job Description
We are seeking a Financial Planner with CFP and / or CFA to join our fast-growing team at Wall Street Alliance Group. CFP and / or CFA are a must! You will be responsible for the following :
- Provide excellent customer service to the firm’s existing wealth management clients.
- Prepare financial plans according to the firm’s planning philosophy.
- Present financial plans to firms existing clients as well as prospects.
- Present financial seminars at various conferences across the USA.
- Provide portfolio analysis and execute trades using firm's portfolio management technology.
- Coordinate directly with industry professionals including CPAs, Actuaries, etc. to provide customized client solutions.
- Meet with firm’s existing clients to provide quarterly portfolio updates and market outlook.
THE COMPANY :
Wall Street Alliance Group (WSAG) is a one-stop-shop for financial needs including tax planning, estate planning, wills, trusts, 401k, and retirement.
Key Numbers : WSAG achieved significant growth of more than 2400% of AUM over the last 13 years. They have about an 80% conversion rate on new leads.
Niche Client Base : Developed a specialization in serving the physician community, which now makes up more than 80% of their client base.
Lead Generation Strategy : Positions itself as thought leaders through seminars, conferences, alliances, and media engagement.
Work Environment : Working with WSAG offers a more engaging and nimble experience compared to larger bureaucratic firms. Being part of a smaller team allows for more direct involvement, quicker decision-making, and a personal touch, making the work experience both enriching and fulfilling.
Hybrid : 2 days in office, 3 days WFH
Experience Range : 5 - 8 Years
Pay Range : $120k-$200k, plus bonus. Pay range is commensurate with experience
KEY COMPETENCIES :
Salary : $120,000 - $200,000