Wealth Manager
Located in:
Tyler, TX
Pay: $70,000-$100,000/year
Job Full Description:
Key Responsibilities:
- Provide comprehensive financial planning and wealth management services to clients.
- Develop and manage customized investment portfolios tailored to clients' goals and risk tolerance.
- Conduct in-depth analysis of clients' financial situations, including retirement planning, tax strategies, estate planning, and more.
- Collaborate with clients to identify and address their financial objectives and concerns.
- Stay informed about market trends, regulatory changes, and financial products to provide informed advice to clients.
- Maintain and deepen client relationships through regular communication and exceptional service.
- Ensure compliance with industry regulations and company policies.
- Participate in ongoing professional development to enhance knowledge and skills.
Qualifications:
- Licensed Financial Advisor with Series 7 and 66 or 65 licenses.
- Certified Financial Planner (CFP) designation preferred.
- Proven experience in wealth management, financial planning, and investment advisory.
- Strong understanding of financial markets, investment strategies, and tax planning.
- Excellent communication and interpersonal skills.
- Ability to build and maintain strong client relationships.
- High level of integrity, professionalism, and ethical standards.
- Proficiency in financial planning software and tools.
If this sounds like a good fit for you, please submit your resume by clicking the button below!
Tyler, TX
Darby Scheffer
darby.scheffer@expresspros.com
+1 903-592-9999
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