146 Jobs in SOUTHFIELD, MI
MassMutual Great Lakes is Hiring a Wealth Manager Near Southfield, MI
The OpportunityWe are currently seeking a diligent and articulate Wealth Manager to join our dynamic team. In this crucial role, you will work directly with clients to develop and implement strategies to address their financial goals and needs. This role is a unique blend of relationship building, networking, engaging clients and advising them on investment management, and strategic financial planning. The Wealth Manager acts as the linchpin in fostering and maintaining client relationships while managing an extensive portfolio on their behalf.
Role Responsibilities
- Prospecting, engaging and building relationships with potential clientele.
- Developing comprehensive financial plans for clients based on their financial goals and risk tolerance.
- Providing expert investment advice to help clients achieve their financial objectives.
- Building and maintaining long-lasting client relationships through exceptional service.
- Conducting in-depth portfolio reviews and making appropriate adjustments to ensure the plan aligns with the client's goals.
- Keeping abreast of current industry trends, new investment strategies, and regulatory changes to provide the utmost service to clients.
- FINRA Series 7 & 66 registration (within 6 months).
- A minimum of 5 years of experience in wealth management, financial planning, or investment management.
- Certified Financial Planner (CFP) designation preferred.
- Strong analytical and quantitative skills.
- Exceptional communication skills and the ability to explain complex financial information clearly.
- Proven ability to manage large client portfolios and foster client relationships.
- Advanced degree in Finance, Investment, or related field.
- Experience with financial planning software and tools.
- Previous experience in a customer-facing role.
- Familiarity with tax planning and estate planning.
- Strong networking skills within the industry.
Job Summary
Full Time
$123k-165k (estimate)
06/13/2024
12/08/2024
The job skills required for Wealth Manager include Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Manager positions, which can be used as a reference in future career path planning. As a Wealth Manager, it can be promoted into senior positions as a Top Trust Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Manager. You can explore the career advancement for a Wealth Manager below and select your interested title to get hiring information.
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