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

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 clients 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)#J-18808-Ljbffr