We are currently seeking a Wealth Manager to join our firm and assist in helping our clients make better financial decisions today and for the rest of their lives. If you are a high-energy individual with a strong work ethic, excellent communication skills and are highly organized we would like to speak with you.
This is a full-time position that is focused on relationship management, client service and providing financial planning. Additional information about our wealth management firm can be found on our website at https://www.puplava.com/.
Ideally at least 3-5 years of experience in financial planning and advising clients
Active Series 7 and Series 66 or 65 or able to obtain within first 90 days of hire
Demonstrated analytical, interpersonal, written, and verbal skills
Certified Financial Planner (CFP®) or in process of completing
Strong understanding of the various aspects of Wealth Management
Previous experience with high net worth or ultra-high net worth clients/families is preferred
Life and health insurance licensed or able to obtain
Previous sales experience highly desirable
Ability to develop and deliver comprehensive financial plans to clients
Develop relationships with client to better understand their needs and changing life circumstances.
Serve as the primary contact for a subset of our clients
Communicate with clients quarterly via phone or in person
Manage client interactions, meetings and follow ups in our CRM
Close leads assigned to you for prospects and identify opportunities with existing clients
Additional Salary Information: Base salary plus variable compensation
About Financial Sense Wealth Management
Financial Sense® Wealth Management provides wealth advisory services, including; financial planning and investment management to affluent and wealthy individuals, as well as business entities and non-profit organizations.