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Wealth Management Specialist

Company: Robert Half
Location: Alpharetta
Posted on: April 10, 2021

Job Description:

Ref ID: 00743841Classification: Credit AnalystCompensation: $70000.00 to $90000.00 yearlyWEALTH MANAGEMENT SPECIALIST - Highly Regarded Wealth Management Firm in AlpharettaMy client, a well-known wealth management firm in Alpharetta, is searching for a Wealth Management Specialist to join their team for an immediate, direct-hire opportunity. The Wealth Management Specialist will be responsible for working with the firm's clientele providing wealth management, planning for retirement, education, legacy, and other life goals through investment advice and guidance. My client is interested in both entry-level candidates who desired to become fully licensed or achieve the appropriate designations as well as candidates who already have their licenses/designations.Responsibilities:

  • Build trusting relationships with clientele and education them on portfolio strategy, their investments, and other important market events.
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure they are on the right track with their long-term financial goals.
  • Execute trades and record all equity and options trades.
  • Research equities and gather data for regulatory inquiries
  • Other duties as assigned or needed to support clientele's needs.To be successful as a Trader, you should have in-depth knowledge of financial markets. A top-performing Trader should be able to make accurate judgment calls in respect of buying and selling securities.Trader Responsibilities:Buying and selling securities on behalf of the company.Evaluating trading algorithms.Implementing effective trading strategies.Working with quantitative researchers to improve trading strategies.Recording and reporting each day's profit and loss.Regularly monitoring portfolios to ensure that they are guideline compliant.Keeping abreast with changes in the financial market.Assisting the company to attract new clients by maintaining and enhancing marketing materials.Trader Requirements:Bachelor's degree in Finance, Accounting, Economics, or related field.Should be licensed with the Financial Industry Regulatory Authority (FINRA).Proven trading experience.Strong business acumen.The ability to work well under stress.A solid understanding of financial markets.Excellent analytical skills.The ability to work long hours in a fast-paced environment.Job Requirements:
    • Prefer 3+ years of Broker Dealer or Financial Advisor experience
    • Possess a Series 7 and Series 65 license or the ability to obtain both within 6 months of employment.
    • Bachelors degree or equivalent work experience as a Broker Dealer or Financial Advisor.
    • Possess a thoughtful consultative approach with an emphasis on client needs.If you are interested in this opportunity and possess the necessary qualifications, please submit your formal and confidential resume to Kristen Stough. This is a growing firm with two offices in the northern Atlanta area. If you are looking to join a firm where hard work is recognized and rewarded, then don't hesitate applying! Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs. When you work with us, you're working with the best. Robert Half has been recognized as one of FORTUNE's "Most Admired Companies" every year since 1998 and was No. 1 on Forbes' annual ranking of America's Best Professional Recruiting Firms. Questions? Call your local office at 1.. All applicants applying for U.S. job openings must be legally authorized to work in the United States. -- 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( ).

Keywords: Robert Half, Alpharetta , Wealth Management Specialist, Executive , Alpharetta, Georgia

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