PW Assoc Wealth Manager

Description

As an Assoc Wealth Manager, you will build and maintain a robust pipeline of prospective clients through networking, cold calling, and industry events. Your role involves driving business development efforts to convert prospects into clients and developing long-term relationships to ensure customer satisfaction and retention. You will prepare comprehensive financial plans, reviews, reports, and client presentations, and lead client meetings and portfolio reviews. Additionally, you will implement approved financial plans and investment strategies, conduct market research to identify trends and competitive insights, and actively participate in Wealth Management meetings to stay informed and contribute to team success.

Primary responsibilities include

• Build and maintain a robust pipeline of prospective clients through, networking, cold calling, and industry events
• Responsible for business development and converting prospects to clients
• Develop and establish long term relationships to ensure customer satisfaction and retention
• Prepare comprehensive financial plans, reviews, reports and client presentations
• Lead client meetings and portfolio reviews
• Implement approved financial plans and investment strategies
• Conduct market research to identify trends and competitive insights
• Actively participate in Wealth Management meetings

Qualifications, Education, Certifications and/or Other Professional Credentials

• Required Qualifications
  • 5+ years of related experience
  • BS/BA degree in Business, Finance or related field or equivalent experience
  • Series 7/66 Licenses
  • Have attained CFP, CFA, or CPA designation or working towards
  • Ability to network and build strong relationships
  • Excellent communication and interpersonal skills
  • Strong presentation skills
  • Proven self-starter with the ability to think and work autonomously
  • Ability to collaborate and contribute to a team environment
  • Excellent written and verbal skills with careful attention to detail
  • Proficient in Microsoft office applications with an intermediate to expert skill level in Excel and PowerPoint
• Preferred Qualifications
  • Master’s or Graduate degree preferred (Masters in Finance, JD, MBA)

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: Monday - Friday

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.