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Wealth Planner and Advisory Consultant
at Terrion Consultancy Services in United States Of America
Walk clients through application process; Set appointments with Client(s); Discuss many financial topics with clients, including investment strategies, estate planning, insurance, and retirement planning; Discuss list of documents needed for underwriting & budget analysis process; Follow-up with client(s) on current or outstanding documents needed for transactional processing on hold; Conduct final closing presentation on approved analysis with client from clientÂ’s portfolio account; Help clients understand their financial circumstances and reach their financial goals.
Requirements: 3-5 year(s) Wealth Planning and Advisory experience.
Desired Skills: Strong client relations with excellent oral/written communication skills; Time management; Heavy calendar processing; Knowledge and ability in servicing and managing a pipeline of portfolio accounts; Advance knowledge with Microsoft Office Suite; Advance knowledge in reporting, data analytics, preparing client presentation summary account reports, and areas of Tax planning; Insurance Planning; Retirement Planning; Estate Planning; Client Advisory
Education: BachelorÂ’s degree (Required) / Certification(s) (Required) / License (Required)
Reference : Wealth Planner and Advisory Consultant jobs
Reference : Wealth Planner and Advisory Consultant jobs
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Published at 08-11-2023
Viewed: 70 times
Viewed: 70 times