Job Summary
This is a key leadership role within our organization, overseeing the delivery of high-quality wealth management services to clients.
Responsibilities:
* Lead and mentor a team of consultants, driving business growth through strategic planning and client engagement.
* Develop and implement best practices for wealth management services, ensuring exceptional client outcomes and team performance.
* Manage and expand a portfolio of high-net-worth clients, providing expert financial planning services and guidance.
* Identify opportunities for training and development, ensuring the team remains up-to-date on industry trends and regulatory changes.
Requirements:
* Proven ability to lead and motivate teams, driving business growth and exceptional client service.
* Expertise in wealth management, including estate planning, investment strategies, retirement planning, and risk management.
* Excellent communication, interpersonal, and relationship management skills.
* Proficiency in financial planning software, particularly Voyant.
* Certified Financial Planner (CFP).