The Opportunity: Financial Services Professional Location: Wilmington, DE Company Overview: TheMilVet is partnered with a Veteran-founded independent fiduciary and private wealth management company that coordinates family-office services and the full-range of investment strategies for individuals, families, and small business owners. Our client builds customized financial plans and optimizes public and private investment allocations for their clients. Position Details: The Financial Services Professional will start the role doing the following:
- Design financial plans
- Analyze portfolio allocations
- Advise current private wealth clients
- Provide one-on-one financial wellness sessions to local employees.
Additional Responsibilities:
- Lead current client relationships
- Manage transition process of new acquisitions
- Introduce the client to new prospects
Compensation: mid $100ks + OTE Your Professional Qualifications:
- 2+ years post military experience in advising/financial services
- CFP, CFA, or MBA