Wealth Manager
CivicMinds, Inc
Identifies planning opportunities and coordinates on the delivery of solutions for a comprehensive wealth management strategy to clients and and/or their advisers. Will 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 but not limited to onboarding, implementation, and general account maintenance. Works with the client services and portfolio operations team in supporting the client needs. Special projects as assigned. 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. Thorough, attentive to the details, and accountable to deadlines and clients. Entrepreneurial-minded: a self-starter who excels in a fast-paced, dynamic environment. #J-18808-Ljbffr
Vacancy posted 4 days ago
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