Wealth Strategist
AWM Capital
Welth Strtegist t WM focses on commnicting with clients n responing to their nees by collborting effectively with ll members of the firm to provie the highest level of qlity n excellence for or clients.
bot WM Cpitl
WM exists to serve or clients within comprehensive frmework. We strive to be n exmple to broken finncil instry of wht mlti-fmily office col look like tht is fiercely loyl to its clients, hs n extreme epth of experience n expertise with the clients we serve, n constntly seeks to innovte this comprehensive view of welth tht prepres clients for the ftre n encorges them to se their welth for mximm impct. escription
The Role of Welth Strtegist t WM Cpitl The role of Welth Strtegist t WM Cpitl involves focsing on commnicting with clients n responing to their nees by collborting effectively with ll members of the firm to provie the highest level of qlity n excellence for or clients. s leer within the firm, yo will be tske with project mngement, client responsibility, n mentorship of others.
Key Behviors n Skills Cnites Shol Possess
- Prepreness: Execte client enggements being bsoltely polishe n prepre.
- ynmic: Being ble to see the big pictre n nticipte the nexpecte; proctive rther thn rective.
- Time Mngement: elegting, prioritizing, n mnging mltiple complex tsks.
- Responsiveness: Highly responsive n personble to colleges n clients.
- Innovtive: riven to win n seeks continos improvement for themself n the bsiness.
- Leership: Empthetic towrs others n tkes ownership to crete sccessfl otcomes for oneself, temmtes, n clients.
- Project mngement of ll client-relte ssignments n tsks for ech client.
- Mstery of complex finncil plnning.
- In-epth knowlege of tx plnning, estte plnning, investments, insrnce, n other core services.
- Mngement of workflow exection n elegtion to eliver timely work.
- Internl n externl meeting preprtion n le commniction.
- Enhnce internl processes n workflows.
- Highly responsive to clients n tem members vi text, phone, n pps.
- Strong leership n mentorship towrs tem members.
- bility to nswer complex client qestions with polishe commniction skills.
- Cpble of stepping in n spporting visors ring client enggements .
- Bchelor's egree & Series 65
- CFP certifiction; CPW certifiction pls
- 3-5 yers' experience in finncil plnning role.
Vacancy posted 4 days ago
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