Wealth Management Partners, LLC has the following position available:
Wealth Management Advisor / Financial Planner
Job Type: Full time
Education: Bachelor’s Degree
Category: Financial Planning / Finance
Responsibilities include but are not limited to:
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Identifying and pursuing targeted prospects
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Maintaining contact with prospects through marketing materials, e-mail commentary, phone calls, client/prospect event, etc. and follow up on a regular basis until an appointment is scheduled or it is determined the prospect is not interested
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Meeting with clients to determine their needs and then creating customized financial plans using the 8 Wealth Management Issues®
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Following up with clients accordingly
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Meeting with product sponsors
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Conducting investment research on fund companies and securities products
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Placing trades
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Identifying continuing education opportunities for the financial services staff and attending training as appropriate
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Creating brochures, collateral, newsletters and other advertising pieces
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Ensuring prospectuses and other literature are available as needed
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Assist during tax season by preparing returns and/or perform special projects as assigned
Education/Qualifications/Required skills:
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Bachelor’s or higher degree in Accounting or Finance
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Minimum four years financial planning experience and sales experience
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FINRA Securities Licenses required; specific licenses will depend on assignments
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Qualified candidates must have excellent communication, relationship building, persuasiveness, critical thinking and technical skills
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Ability to act and operate independently with minimal daily direction from manager to accomplish objectives
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Ability to work cooperatively and collaboratively with all levels of employees, management, and external agencies to maximize performance, creativity, problem solving, and results
Wealth Management Partners, LLC offers competitive benefits/compensation packages.
Interested candidates should submit a letter of interest and a resume to info@wmpcpa.com.
Wealth Management Partners, LLC is an equal opportunity employer.