Financial Advisor
CivicMinds, Inc
Responsibilities Identifies planning opportunities and coordinates on the delivery of solutions for a comprehensive wealth management strategy to clients and/or their advisers. Directly contribute to client meeting preparation, development of financial plans, and meeting follow-up communications efforts. Collaborate with external parties and internal departments to provide seamless execution of plan designs including onboarding, implementation, and general account maintenance. Work with the client services and portfolio operations team in supporting client needs. Skills/Experience 5+ years of related industry experience: wealth management, financial planning for high-net-worth clients. Strong interpersonal skills: the ability to communicate effectively with executives, wealthy individuals, and family office-type clients. Strong organizational skills: the ability to multi-task without sacrificing accuracy or quality. Familiarity with eMoney or similar portfolio accounting systems. Proficiency in Microsoft Office, CRM (Salesforce), and other task management applications. Qualifications Bachelor’s degree (MBA is a plus A general understanding of personal tax issues. #J-18808-Ljbffr CivicMinds, Inc
Vacancy posted 2 days ago
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