Private Wealth Planner - San Francisco, United States - CEDENT

CEDENT
CEDENT
Verified Company
San Francisco, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Terms of Hire:
Full Time.


Job description:
Business Overview


Client Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

Client Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Role Responsibilities

  • Gather extensive financial information to drive plan creation
  • Enter client information into planning tool
  • Schedule and prepare materials for client meetings
  • Attend client meetings to review plan, capture changes and agree on next steps
  • Leverage financial data to identify possible solutions to meet client needs and goals
  • Engage specialists and partners to address client needs and deliver solutions
  • Monitor and update client information and plan changes on a consistent basis

Qualifications:


  • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
  • SAFE ACT Registration; ADV2B Required
  • CFP or CPWA designation preferred or obtain and/or maintain at least one firm approved designation
  • Understanding of how to deliver a strong overall client experience
  • Thorough knowledge and understanding of the suite of Wealth Management products and services
  • Possess and demonstrate strong communication skills
  • Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients
  • Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk
  • Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures
  • Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way
What are the 3-4 non-negotiable requirements of this position?

  • A commitment to planning. Cfp or Cima or on their way to cfp or CIMA or can show a deep serious commitment. Detail Oriented Strong project management and follow up skills and accuracy. Clients first approach

You Will Enjoy:

  • An opportunity to be a part of a great culture, an awesome team, a challenging work environment, and some fun along the way
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