Monday, January 27, 2014

Wealth Manager, CWS/CFP - Irvine

Wealth Manager, CWS/CFP - IrvineJob Listing at Robert Half Finance & Accounting in Irvine, CA (Job ID 00351-000471)

Description
Our client, based in Orange County, is looking for a Wealth Manager with a minimum 7+ years of experience. Excellent communication, presentation, and analytical skills are a must. The salary for this position is commensurate with experience but is in the range of $90-110k base w/ good benefits.

JOB DUTIES
Applies broad knowledge of financial products, services, and strategies to provide proactive holistic advice and financial planning regarding complex financial issues impacting the affluent market.
Conducts comprehensive reviews to include asset allocation, retirement strategies, risk management, preservation of wealth, accumulation and wealth transfer strategies. Provides recommendations for modifications based on member's risk tolerance, goals, objectives and individual preferences.
Creates and delivers sales presentations to members and prospects, effectively incorporating needs based selling techniques.
Maintains knowledge of competitive landscape and effectively communicates the value of Wealth Management offerings and how it fits into each member's financial strategy and life planning goals.

Minimum Requirements
Bachelor's degree or six years financial services work experience.
4+ years financial services experience providing investment advice and counsel directly to clients.
Broad knowledge of financial products and solutions for affluent market (e.g., investments, retirement, discretionary money management, risk management, long-term care, etc.).
Working knowledge of Microsoft Office tools.
Working knowledge of windows operating environment.
FINRA Series 7 and 66 (or 63 and 65) or obtainment within 90 days.
Life & Health license within 90 days.
Certified Financial Planner practitioner.
Certified Wealth Strategist (CWS) designation within specified timeframe.
Preferred
Master's degree.
6+ years financial services experience providing investment advice and counsel directly to clients.
4+ years experience applying financial planning strategies retirement, investment, insurance, tax, and estate).
2+ years maintaining a book of high net worth clients.
Advanced knowledge of financial products and solutions for affluent market (e.g., investments, retirement, discretionary money management, risk management, long-term care, etc.).
Working user knowledge of Client Relationship Manager (CRM) technology system.
Working knowledge of Microsoft Office tools.
FINRA Series 7 and 66 (or 63 and 65).
Life & Health license.
Please e-mail resume with references and salary history directly to Jennifer at Jennifer.Stevenson@roberthalf.com
 

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