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Junior Wealth Management Consultant
3 months ago
Junior Wealth Management Consultant (Remote)
About the Firm: A reputable financial services organization is in search of a dedicated Junior Wealth Management Consultant to join their expanding team. In this remote position, you will play a crucial role in assisting the Senior Wealth Manager with portfolio development, client interaction, and comprehensive financial strategies.
What the Junior Wealth Management Consultant role provides:
A collaborative environment where you are valued as a key contributor to a distinguished financial services firm, and your insights are appreciated.
A competitive remuneration package that encompasses salary, performance bonuses, benefits, and support for professional development through industry-related courses.
A supportive atmosphere that fosters mentorship and offers significant opportunities for career advancement.
Key Responsibilities of the Junior Wealth Management Consultant include:
Engaging with clients and enhancing client relationships
Conducting financial assessments and planning
Developing, adjusting, and reviewing investment portfolios
Understanding clients' personal and financial aspirations and cultivating meaningful connections through the financial advisory process
Preparing and analyzing various financial scenarios for clients
Keeping abreast of industry developments
Maintaining knowledge of best practices and emerging trends in the financial sector
Ideal Candidate Profile:
A minimum of 3 years of experience in a financial advisory or planning role
Possession of a current mutual fund/IFIC license
Preference for candidates with a PFP/CFP designation or those actively pursuing such credentials
Familiarity with NaviPlan is a significant advantage
Strong analytical abilities with meticulous attention to detail
Proficient in computer applications, particularly MS Office (especially Excel), NaviPlan, and the capacity to adapt to new software
A solid understanding of mutual funds, ETFs, securities, and the principles of portfolio management
A comprehensive grasp of the wealth management landscape and economic market dynamics
Excellent interpersonal skills with the ability to work autonomously as well as collaboratively; contributing to the team's overall success is essential.
Compensation: In line with experience and qualifications, the organization offers a competitive compensation structure that includes a base salary, performance bonuses, benefits, mentorship, and opportunities for professional growth.
Contact Information:
David J. Corsini - Principal
Hunter Mercantile
Hunter Mercantile is a recognized corporate search firm specializing in wealth management placements across North America.
