PW Assoc Wealth Manager
Citizens, Los Angeles, CA, United States
Description
As an Assoc Wealth Manager, you will build and maintain a robust pipeline of prospective clients through networking, cold calling, and industry events. Your role involves driving business development efforts to convert prospects into clients and developing long-term relationships to ensure customer satisfaction and retention. You will prepare comprehensive financial plans, reviews, reports, and client presentations, and lead client meetings and portfolio reviews. Additionally, you will implement approved financial plans and investment strategies, conduct market research to identify trends and competitive insights, and actively participate in Wealth Management meetings to stay informed and contribute to team success.
Primary responsibilities include
Build and maintain a robust pipeline of prospective clients through, networking, cold calling, and industry events
Responsible for business development and converting prospects to clients
Develop and establish long term relationships to ensure customer satisfaction and retention
Prepare comprehensive financial plans, reviews, reports and client presentations
Lead client meetings and portfolio reviews
Implement approved financial plans and investment strategies
Conduct market research to identify trends and competitive insights
Actively participate in Wealth Management meetings
Qualifications, Education, Certifications and/or Other Professional Credentials
Required Qualifications
5+ years of related experience
BS/BA degree in Business, Finance or related field or equivalent experience
Series 7/66 Licenses
Have attained CFP, CFA, or CPA designation or working towards
Ability to network and build strong relationships
Excellent communication and interpersonal skills
Strong presentation skills
Proven self-starter with the ability to think and work autonomously
Ability to collaborate and contribute to a team environment
Excellent written and verbal skills with careful attention to detail
Proficient in Microsoft office applications with an intermediate to expert skill level in Excel and PowerPoint
Preferred Qualifications
Master’s or Graduate degree preferred (Masters in Finance, JD, MBA)
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Monday - Friday
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
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As an Assoc Wealth Manager, you will build and maintain a robust pipeline of prospective clients through networking, cold calling, and industry events. Your role involves driving business development efforts to convert prospects into clients and developing long-term relationships to ensure customer satisfaction and retention. You will prepare comprehensive financial plans, reviews, reports, and client presentations, and lead client meetings and portfolio reviews. Additionally, you will implement approved financial plans and investment strategies, conduct market research to identify trends and competitive insights, and actively participate in Wealth Management meetings to stay informed and contribute to team success.
Primary responsibilities include
Build and maintain a robust pipeline of prospective clients through, networking, cold calling, and industry events
Responsible for business development and converting prospects to clients
Develop and establish long term relationships to ensure customer satisfaction and retention
Prepare comprehensive financial plans, reviews, reports and client presentations
Lead client meetings and portfolio reviews
Implement approved financial plans and investment strategies
Conduct market research to identify trends and competitive insights
Actively participate in Wealth Management meetings
Qualifications, Education, Certifications and/or Other Professional Credentials
Required Qualifications
5+ years of related experience
BS/BA degree in Business, Finance or related field or equivalent experience
Series 7/66 Licenses
Have attained CFP, CFA, or CPA designation or working towards
Ability to network and build strong relationships
Excellent communication and interpersonal skills
Strong presentation skills
Proven self-starter with the ability to think and work autonomously
Ability to collaborate and contribute to a team environment
Excellent written and verbal skills with careful attention to detail
Proficient in Microsoft office applications with an intermediate to expert skill level in Excel and PowerPoint
Preferred Qualifications
Master’s or Graduate degree preferred (Masters in Finance, JD, MBA)
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Monday - Friday
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
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