Elevate your career as a Wealth Planner in a dynamic, client-focused environment. Develop expertise in investment advisory and financial planning. Collaborate with a global team and pursue professional certifications.
Wealth Planner
in Financial Services PermanentJob Detail
Job Description
Overview
- The client seeks a Wealth Planner to provide strategic investment advice and support to clients and internal teams.
- Collaborate with a global advisory team to deliver high-quality financial planning services.
- Engage directly with clients to address their inquiries and provide tailored solutions.
- Conduct research on investment products and market trends to inform recommendations.
- Prepare comprehensive materials for investment board meetings and client communications.
- Document counseling activities and facilitate transactions in investment products.
- Coordinate implementation of investment proposals with external providers.
- Opportunity to grow professionally and pursue advanced certifications in financial planning.
Key Responsibilities & Duties
- Provide investment advice to clients, focusing on asset allocation and portfolio construction.
- Prepare detailed balance sheets and respond to inquiries regarding market dynamics.
- Research investment products and assess their suitability for client portfolios.
- Develop materials for pension plan investment board meetings and client communications.
- Document investment counseling meetings and facilitate transactions in investment products.
- Coordinate implementation of investment proposals with external providers as needed.
- Maintain integrity and confidentiality in handling sensitive financial matters.
- Engage proactively with clients to ensure their financial planning needs are met.
Job Requirements
- Bachelor's degree in finance, economics, or a quantitative discipline from a leading university.
- 1-2 years of experience in investment consulting or wealth management.
- Strong knowledge of investments, asset allocation, and financial planning principles.
- Excellent verbal and written communication, organizational, and interpersonal skills.
- Ability to work under pressure, manage multiple tasks, and meet deadlines.
- Integrity and maturity in handling confidential financial matters.
- CFA, CAIA, or CFP designation preferred; interest in obtaining these certifications is encouraged.
- Completion of the Series 65 exam required within the intermediate term.
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