Financial Advisor

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Ritholtz Wealth Management

Site WebLinkedInTous les Emplois

51 - 200 employés

Fondée en 2013

💸 Finance

👥 B2C

💳 Fintech

Finance • B2C • Fintech

Ritholtz Wealth Management est une équipe dynamique de professionnels de l'investissement dédiée à offrir des solutions complètes de gestion de patrimoine. Ils proposent des plans financiers personnalisés et des services tels que la planification fiscale, l'assurance, la planification successorale et la planification de la retraite pour les entreprises. Ils mettent l'accent sur une relation fiduciaire avec leurs clients, garantissant confiance, transparence et explications rationnelles pour leurs stratégies financières. Leur approche combine des conseils personnalisés avec une vision holistique de la planification financière, le tout visant à sécuriser et maximiser l'impact de la richesse de leurs clients.

Description

• 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

🎯 Exigences

• 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.