Description

Job Summary:

The Wealth Solutions team provides consultative financial planning strategies to financial advisors who are dedicated to helping their clients achieve their wealth management goals. As a Wealth Solutions team member, you will consult with financial advisors and their clients regarding overall wealth management products and services; and lead large projects with a significant business impact involving cross-functional teams. We are looking for a confident, poised and approachable person to join the team to provide indispensable service to our Financial Advisors and clients.

Essential Duties and Responsibilities:

• Serve as an educational and technical resource to manage the complexities of significant wealth, including estate, tax and charitable planning; business succession and exit planning, executive compensation and retirement solutions for individuals.

• Assist in the utilization of financial planning software to provide planning guidance for financial advisors and their clients.

• Build and maintain relationships with financial advisors and provide consultative education of wealth management services and products to support asset retention and growth of new assets.

• Educate financial advisors on the benefits of wealth management products and services for their clients.

• Collaborate with relevant departments to provide comprehensive recommendations for the financial advisor, the client and the client’s legal and tax professionals (e.g. attorney or CPA).

• Participate in developing strategy and communication resources, as well as home office visits and public speaking activities.

Qualifications

Knowledge, Skills, and Abilities:

Knowledge of:

• Wealth management/ brokerage industry.

• Advanced principles of banking and finance and securities broker/dealer operations.

• Advanced concepts and regulations related to wealth management and financial planning.

Skilled in:

• Excellent problem solving skills to identify the needs of clients through effective questioning and listening.

• The ability to research issues and confidently help advisors think through clients’ planning strategies.

• The aptitude to manage projects moving in different directions and to embrace a broad spectrum of disciplines throughout the day.

• Articulating complex technical issues to a non-technical audience.

• Preparing and delivering clear, effective, and professional presentations.

• Strong communication and interpersonal skills to build relationships with clients.

Ability to:

• Identify and position the products and services brokers use in financial planning.

• Provide a high level of customer service and commitment to a supportive and collaborative environment.

• Establish and maintain effective working relationships at all levels of the organization.

• Work independently as well as collaboratively within a team environment.

Educational/Previous Experience Requirements:

• Bachelor’s Degree (B.A.) in finance or related field and a minimum of five (5) years of wealth management or financial planning experience.

or

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications:

• Juris Doctorate (JD), Certified Financial Planner (CFP), other combination of designations and experience approved by the hiring manager.

• FINRA Series 7, insurance or other applicable licenses or certifications are beneficial. The ability to obtain a necessary license if needed as required by management.

Job: Private Clients Solutions

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Organization Private Client Group

Schedule Full-time

Job Shift Day Job

Travel Yes, 10 % of the Time

Req ID: 2401484