marsbet basiskele escort big bass bonanza sugar rush oyna gates of olympus marsbahis adresi
Wealth Counselor job at Innovations PSI Hayward, CA, US - mintshub.com

Wealth Counselor Job at Innovations PSI, Hayward, CA

NUs4cnFQK1RRdzViTDB5MDZ0N1ZNRkF0Y0E9PQ==
  • Innovations PSI
  • Hayward, CA

Job Description

Our client is seeking an experienced Wealth Counselor to serve as the primary point of contact for high-net-worth clients. This position is ideal for a skilled financial professional with expertise in creating detailed financial plans and managing multi-asset class portfolios.

Responsibilities :

  • Serve as the primary contact for ~100 clients, handling client communications and relationship management.
  • Conduct regular portfolio reviews (quarterly via phone, Zoom, or in-person) and document interactions in Salesforce.
  • Collaborate with the investment team to develop appropriate asset allocations for multi-asset class portfolios.
  • Create comprehensive financial plans through detailed client discussions using eMoney.
  • Liaise between clients, the investment team, and Client Service Specialists for seamless service delivery.

Qualifications :

  • 7+ years of experience in the investment industry (client-facing experience preferred).
  • Certified Financial Planner designation with 5+ years of experience in financial planning.
  • Strong knowledge of finance and capital markets.
  • Bachelor’s degree in economics, business, finance, accounting, or a related field.
  • Excellent communication skills and ability to explain complex financial concepts clearly.
  • Highly professional, articulate, and able to manage multiple client requests.

Salary: $100,000 - $125,000, up to $250,000 all in DOE

Please submit your resume for additional details and a full job description.

Job Tags

Similar Jobs

Nationwide Children's Hospital

Homecare Speech Language Pathologist- Northwest Region Job at Nationwide Children's Hospital

 ...Speech Language Pathology educational programs for hospital staff, students and community. Delegates to students from accredited...  ...Provides instruction to Medical Residents, Medical Students, Nurses, and other colleagues. Qualifications Education: Master... 

Pursuit Collection

Employee Dining Cook (Glacier NP) Job at Pursuit Collection

What perks can you expect?: Join an inclusive, global team and make life-long connections. Enjoy free access to Pursuit attractions and 50% off for friends. ~ Get discounts on hotel stays, dining, and retail. ~ Access subsidized mental health and wellness resources...

Gulfstream Strategic Placements

Controls Service Technician Job at Gulfstream Strategic Placements

 ...Job Title: Controls Service Technician Location: Omaha, NE Job Summary We're seeking a Controls Service Technician in Omaha, NE, to support the commercial mechanical construction industry. This role focuses on diagnosing, servicing, and optimizing direct digital... 

Timber Ridge Apartments

Apartment Maintenance Technician Job at Timber Ridge Apartments

 ...As an Apartment Maintenance Technician , you will play a crucial role in ensuring the smooth operation and upkeep of our apartment building...  ...include: General Maintenance : Perform routine repairs and maintenance tasks for both individual apartments and... 

BGSF

Oracle Business Systems Lead Job at BGSF

 ...functional teams, fostering collaboration between functional and technical stakeholders. Evaluate emerging technologies such as cloud computing, AI, and data analytics to enhance system capabilities. Provide system expertise for tools like Oracle EBS, SAP, Workday,... 

marsbet basiskele escort big bass bonanza sugar rush oyna gates of olympus marsbahis adresi