Please scroll down, To apply

Wealth Planner

hiring now

Wedmont Private Capital

2021-12-03 08:50:35

Job location Mantua, New Jersey, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Come join one of the fastest growing RIAs in the industry. At Wedmont we are changing the way successful families receive financial advice. Wedmont's flat fee model is disrupting the wealth management industry, and we are hiring a wealth planner to be our clients' trusted advisor in areas including investments, cash flow, savings, and debt management. A candidate should be an effective communicator with significant experience in client-facing financial planning. If you're analytical, meticulous, client-aligned, and want to work for an innovative, mission-oriented firm, we'd like to meet you.


In this role you will:

  • Gain a deep understanding of our clients' unique needs and aspirations to confidently advise them on their financial goals
  • Craft custom investment portfolios based on Wedmont's investment philosophy
  • Be responsible for maintaining a book of business
  • Build and deepen your knowledge and skillset by maintaining an in-depth understanding of financial planning and the investment markets
  • Continue to develop and refine your craft of financial planning
  • Be an active part of a collaborative team


Responsibilities:

  • Analyze clients' financial situations (e.g. balance sheets, income, and expenses)
  • Examine and identify financial planning opportunities (e.g. investments, tax, T&E, risk management, etc.)
  • Develop sound financial plans for clients
  • Customize financial plans according to clients' changing needs
  • Help clients implement their plans and execute transactions
  • Assist in sales presentations to prospective clients
  • Build strong relationships to retain existing clients
  • Maintain updated knowledge of regulations, best practices, and financial products


Skills:

  • CFP required
  • Minimum five years client-facing experience
  • Excellent communication skills - both written and verbal
  • Exceptional investment acumen and knowledge of broad range of planning topics
  • Ability to analyze financial information and comply with regulations
  • Strong ethics, with a customer-oriented attitude
  • Ability to foster long-term client relationships
  • Experience with Charles Schwab and Orion is a plus
  • Experience using Right Capital is a plus


Compensation:

  • We have a highly competitive salary, bonus, and benefit plan

Inform a friend!

Top