A Wealth Planning Manager plays a crucial role in helping high-net-worth individuals and families manage and grow their wealth through comprehensive financial planning. This role involves creating and implementing strategies to meet clients long-term financial goals, addressing a range of financial needs and concerns.
- Client Meetings: Regularly meet with clients to discuss their financial goals, review their current financial status, and update their wealth plans.
Personalized Advice:
Provide tailored financial advice based on clients specific needs, objectives, and risk tolerance.Client Education:* Educate clients about various financial products, investment strategies, and market conditions.
Job Type: Full-time
Pay: $2,
- 00 - $4,500.00 per month
Benefits: - Flexible schedule
Schedule:
Supplemental Pay:
Work Location: In person
