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    Wealth and Asset Management Consultant - Dallas, United States - Terrion Consultancy Services

    Terrion Consultancy Services
    Terrion Consultancy Services Dallas, United States

    1 week ago

    Default job background
    Description
    Walk clients through application process;
    Set appointments with Client(s);
    Discuss list of documents needed for underwriting & budget analysis process;
    Follow-up with client(s) on current or outstanding documents needed for transactional processing on hold;
    Advise clients on their financial information during consultation, to include but not limited to: total annual income, debt obligations, monthly expenses, savings/assets;
    Discuss many financial topics with clients, including debt management, savings objectives and strategies;
    Conduct final closing presentation on approved analysis with client from client's portfolio account;
    Help clients understand their financial circumstances and reach their financial goals.

    Qualifications:
    Requirements: 2-3 year(s) of Wealth & Asset Management consulting experience.

    Desired Skills:

    Strong client relations with excellent oral/written communication skills; Time management; Heavy calendar processing; Knowledge and ability in servicing and managing a pipeline of portfolio accounts; Advance knowledge with Microsoft Office Suite; Advance knowledge in reporting, data analytics, and preparing client presentation summary account reports.


    Education:
    Bachelor's degree (Required) / License (Required) / Certification (Preferred)

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