- Client Relationship Management: Build and maintain strong client relationships by serving as a primary point of contact for client inquiries, concerns, and requests. Understand client goals, financial needs, and risk tolerance.
- Financial Planning: Assist in the development and implementation of comprehensive financial plans, including investment strategies, retirement planning, estate planning, tax optimization, and more.
- Investment Management: Conduct research and analysis to support investment recommendations. Collaborate with senior advisors to construct and manage client portfolios aligned with their financial objectives.
- Client Communication: Prepare and deliver client presentations, reports, and updates. Effectively communicate investment strategies and market updates in a clear and understandable manner.
- Compliance and Documentation: Ensure all client records and documentation are accurately maintained in accordance with regulatory requirements and company policies.
- Education and Growth: Stay informed about industry trends, financial markets, and regulatory changes. Continuously seek opportunities for professional development and industry certifications.
- Bachelor's degree in Finance, Economics, or a related field.
- CFP designation is a preferred.
- Minimum of two years of relevant experience in wealth management or financial advisory services.
- Strong knowledge of financial planning, investment management, and wealth preservation strategies.
- Excellent interpersonal and communication skills.
- Detail-oriented with a commitment to delivering exceptional client service.
- Ability to work collaboratively within a team-oriented environment.
- Proficiency in financial planning software and tools.
- Series 65 or Series 66 license (or willingness to obtain within six months of employment).
- Competitive compensation and performance-based bonus.
- Comprehensive benefits package, including health insurance and retirement plans.
- Opportunities for career advancement and professional growth.
- Supportive and collaborative work environment.
- Ongoing training and development opportunities.
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Wealth Management Advisor - Blue Bell, United States - Amplius Wealth Advisors
2 weeks ago
Description
Amplius Wealth Advisors, an independent wealth management firm, is seeking an Associate Wealth Advisor/Relationship Manager to join us in our mission to help clients achieve their financial goals. This is an incredible opportunity to play a key role in the future success of our fast-growing organization. If you have a relentless desire to succeed and share in our vision, then we would love to hear from you.
Amplius Wealth Advisors is a registered independent advisory firm focused on helping successful executives, professionals, and multigenerational families solve complex financial problems. We help them protect, sustain, and transfer their wealth. That begins with understanding our clients goals and objectives, then pursuing solutions to ensure they achieve optimal financial outcomes. Our team works closely to advise and deliver personalized advice drawn from our deep investment and financial planning experience, access to a comprehensive array of independent investment solutions, and full suite of services.
As a locally owned and operated firm, we have a powerful sense of personal accountability, integrity, and responsibility to our community and the clients we serve.
Position Overview
As an Associate Wealth Advisor/Relationship Manager, you will play a critical role in supporting our clients' financial success and ensuring a high level of service and satisfaction. This position offers the opportunity to work closely with our senior wealth advisors, collaborate with clients, and contribute to the growth and success of the firm.
Key Responsibilities
Qualifications:
Benefits:
For more information about our company, please visit our website at
Given the high demand for this position, we are only able to contact the most qualified candidates. All rights reserved. Amplius Wealth Advisors is an equal employment/affirmative action employer Female/Minority/Disability/Vet.
