What are the responsibilities and job description for the Wealth Management Professional position at Wealth Managers, LLC & Wealth Managers of Florida, LLC?
Job Responsibilities
- Support the financial advisor in managing client relationships and maintaining accurate client records.
- Prepare and process client documents and transactions while adhering to strict regulations.
- Respond to client inquiries and provide timely follow-up on requests and services.
- Manage calendar and prepare necessary documents and reports for client meetings.
- Collaborate with internal teams to streamline processes and improve client experience.
- Work with compliance to prepare client communications and presentations.
