Manager - Advisory - Wealth

11340 Advise retail customers on the optimum allocation of savings across basic asset classes such that their investment objectives are realized Develop, present and record financial planning, investment reports and investment advisory recommendations to individuals and families. Maintain ongoing client relations by taking lead role in communications ensuring timely responses and integrity in all actions. Document client information in Customer Relationship Manager (CRM) as well as maintain a to do list. Must be self-motivated individual who desires to work in a team environment. Must be able to work on a team to monitor portfolios and implement investment and financial planning changes as needed. Develop new business by participating in community events, organizations,networking, as well as develop and deliver seminars and make speaking appearances. Work to continually improve company investment and financial planning processes. Support primary advisor and other advisors. Perform administrative and operational tasks so organizational needs are met. MBA / CFP / CFA, Amfi certified