Our client is seeking an experienced Wealth Counselor to serve as the primary point of contact for high-net-worth clients. This position is ideal for a skilled financial professional with expertise in creating detailed financial plans and managing multi-asset class portfolios.
Responsibilities:
- Serve as the primary contact for ~100 clients, handling client communications and relationship management.
- Conduct regular portfolio reviews (quarterly via phone, Zoom, or in-person) and document interactions in Salesforce.
- Collaborate with the investment team to develop appropriate asset allocations for multi-asset class portfolios.
- Create comprehensive financial plans through detailed client discussions using eMoney.
- Liaise between clients, the investment team, and Client Service Specialists for seamless service delivery.
Qualifications:
- 7+ years of experience in the investment industry (client-facing experience preferred).
- Certified Financial Planner designation with 5+ years of experience in financial planning.
- Strong knowledge of finance and capital markets.
- Bachelors degree in economics, business, finance, accounting, or a related field.
- Excellent communication skills and ability to explain complex financial concepts clearly.
- Highly professional, articulate, and able to manage multiple client requests.
Salary: $100,000 - $125,000
Please submit your resume for additional details and a full job description.