Wealth Manager

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:

1. Processing applications for IRAs, brokerage accounts, insurance, etc.
2. Creating client profiles in CRM
3. Managing CRM
4. Dispersing client checks
5. Assisting the client with rollover calls
6. Gathering client data in advance in preparation for financial planning meetings

Qualifications:

1. A strong command of technology and Microsoft Office products including Excel, Word, and Outlook
2. Organizational skills with high attention to detail for client files
3. Self-starter who has the initiative to create efficiency and production without micromanagement
4. Ability to work under pressure and meet deadlines
5. Strong verbal and written communication skills

Compensation:

$52,000 yearly + bonus