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Advanced training on trusts & estates, wealth planning, investment management philosophies, and financial management strategies. Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients.
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As a Senior Financial Analyst - Wealth Management at Augmentjobs, you will be instrumental in providing high-net-worth clients with exceptional financial planning and investment management services.
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Five plus years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
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Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand.
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Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements.
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Knowledge of fiduciary products and services (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning), including fee structures and documentation, acquired through work experience is required to respond to the issues that arise during sales calls.
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Key partners include peers (i.e. Relationship Management Executive, Participant Experience Executive, Product Management Executive, etc) as well the Market Presidents and key executives from Merrill (Wealth Management), Employee Banking & Investing, Corporate & Investment Banking, Commercial Banking, Business Banking, and Small Business Banking, Global Compliance and Operational Risk, Human Resources, and others.
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Strong financial, technology, and/or internal control background from Payments, Banking or Wealth Management preferredAudit advisory services experience preferredStrong negotiation skills and ability to develop and maintain relationships with key internal and external shareholdersStrong written and oral communication skillsExperience in managing teams and developing junior talent.
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Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
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CFA), Accredited Asset Management Specialist AAMS® , Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant.
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Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses Required Skill(s): Credit underwriting skills.
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Our expertise includes providing services associated with owning, managing, and preserving businesses and wealth, including asset protection, family government services, estate and succession, planning sensitive wealth transfers, and philanthropic planning.
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Cross sell and refer bank products such as (depository products, wealth management, mortgage) that fit customers’ needs. connecting customers to Subject Matter Experts in Wealth Management, Mortgage and Commercial teams for their specialized financial needs.
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You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies." PwC Professional skills and responsibilities for this management level include but are not limited to:Use feedback and reflection to develop self awareness, personal strengths and address development areas.
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As real-world professionals who have spent years working in dealerships, insurance companies, and TPA’s; we have become true subject matter experts in sales and marketing, captive and risk management, product design, and more.
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wealth management jobs in Atlanta, LA, Canada
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