Vice President, Wealth Planner
Financial Services
VicePresident,WealthPlanner
“Vice President, Wealth Planner at Vice President, Wealth Planner. Skills: Financial Planning, Client Relationships, Investment Strategies. Drive deeper relationships with families. Co-create personalized planning and investment strategies”
What You'll Achieve.
Achieve financial goals; Achieve high client loyalty; Achieve deeper long term relationships; Drive loyalty, share of wallet, and referrals
Industry & Context.
What They're Looking For.
Must Have
5+ years industry experience in financial services or a related field, 3-5 years of financial planning experience, FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Nice to Have
Bachelor's Degree, CFP, 10+ years industry experience in financial services or a related field, 5+ years of financial planning experience
What You'll Do.
Drive deeper relationships with families
Co-create personalized planning and investment strategies
Implement wealth management for clients
Provide personalized relationship and financial planning
Integrate investment management with financial planning
and deliver personalized plans
Guide and encourage implementation of financial plans
and long-term relationships
Navigate life stages and wealth transfer
How You'll Work.
Team & Collaboration
Work collaboratively across an organization; Collaborate with peers; Demonstrate teamwork through standard methodology sharing
Communication Scope
Communicate factors impacting the markets; Present regular investment updates
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