Financial Advisor

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Ritholtz Wealth Management

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2013

💸 Finanças

👥 B2C

💳 Fintech

Finance • B2C • Fintech

A Ritholtz Wealth Management é uma equipe dinâmica de profissionais de investimento dedicada a oferecer soluções abrangentes de gestão de patrimônio. Eles fornecem planos financeiros personalizados e oferecem serviços como planejamento tributário, seguro, planejamento patrimonial e planejamento de aposentadoria corporativa. Eles enfatizam uma relação fiduciária com seus clientes, garantindo confiança, transparência e explicações racionais para suas estratégias financeiras. Sua abordagem combina orientação personalizada com uma visão holística do planejamento financeiro, tudo voltado para garantir e maximizar o impacto da riqueza de seus clientes.

Descrição

• Serve as the point of contact for prospective and current wealth management clients • Explore clients' overall financial situation. • Create, deliver, execute, and manage complex financial plans • Provide the ultimate client experience and delegate all operational tasks to assigned client service & trading team members • Be the main point of contact for clients and a knowledgeable resource for them as financial questions arise • Provide guidance towards profitable and secure financial solutions to the customers • Ensure compliance with all industry rules and regulations • Stay informed about trends and updates in the industry • Detail-oriented and passionate about helping clients • Ability to work in a high paced environment with tight deadlines where accuracy is paramount • A fast learner capable of following instructions, accepting constructive feedback, and meeting deadlines • Is comfortable collaborating with many different teams and roles

🎯 Requisitos

• Certified Financial Planner - CFP - Certified Financial Planner Board of Standards, Inc • 7 or more years of experience in the financial services industry in a client facing role • Ability to discuss and present complex financial planning topics to clients and prospects • Excellent communication and presentation skills • Accuracy, close attention to detail, and the ability to provide detailed and plain explanations on complex data • Strong computer skills, including Salesforce, Word, Excel & G Suite • Note: All Financial Advisors must have a clean U4 with no disclosures.