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Wealth Planner - Bluerock Wealth Mgmt
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Full-time
- Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation.
- Oversee a schedule of client reviews, along with Wealth Manager, and reaching out to clients to coordinate meetings.
- Complete relevant items for client review meetings, including meeting preparation, attending meetings along with a Wealth Manager and taking meeting notes, and following-up on action items resulting from meetings.
- Onboard new clients and support existing clients, including account openings, all aspects of money movements (journals, wires, ACAT/DTC transfers, RMD's, etc
- Continue to expand knowledge across all departments of financial planning, including investments, education planning, insurance, tax, retirement analysis and estate planning
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