Company:
https:/wayup.com/sitemap.xml
Location: Baltimore
Closing Date: 27/10/2024
Salary: £100 - £125 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description
Are you passionate about collaborative teamwork and providing exceptional customer service with a keen eye for detail? Join our financial planning team in Baltimore as a Wealth Manager. This role involves overseeing client funds entering and exiting the firm, handling investment and insurance transactions, managing client requests, and utilizing CRM software. Performance-based sales bonuses and incentives are available.
Responsibilities:
- Processing applications for IRAs, brokerage accounts, insurance, etc.
- Creating client profiles in CRM
- Managing CRM
- Dispersing client checks
- Assisting the client with rollover calls
- Gathering client data in advance in preparation for financial planning meetings
Qualifications:
- A strong command of technology and Microsoft Office products including Excel, Word, and Outlook
- Organizational skills with high attention to detail for client files
- Self-starter who has the initiative to create efficiency and production without micromanagement
- Ability to work under pressure and meet deadlines
- Strong verbal and written communication skills
Compensation:
$52,000 yearly + bonus
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https:/wayup.com/sitemap.xml