Wealth Advisor
Company: Goodwin Recruiting
Location: Detroit
Posted on: April 10, 2021
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Job Description:
An established and fast-growing wealth management firm with $7B
AUM is looking for a Wealth Advisor to make an immediate impact by
providing top-tier financial advisory service to all new and
existing high net worth clients in Detroit and throughout the
midwest.WEALTH ADVISOR RESPONSIBILITIES:Conceptualize and execute
marketing/prospecting plans Market financial planning and
investment strategies, including alternatives, to prospective
clientsAssist in the development and maintenance of client
investment portfolios and investment reportsDeliver presentations
and create proposals to prospective clients as well as current
clientsWEALTH ADVISOR REQUIREMENTS:Bachelor's Degree and 5+ Years
of Experience in Wealth ManagementSeries 66 or 65Demonstrated
ability to work both independently and as a team memberExperience
with Customer Relationship Management and Project Management
programsExperience with financial planning softwareWEALTH ADVISOR
COMPENSATION:Competitive Salary Excellent BenefitsGrowth
Opportunities with A fast-growing firm
Keywords: Goodwin Recruiting, Detroit , Wealth Advisor, Other , Detroit, Michigan
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