Wealth Management Consultant Job in Irving 75038, Texas US
Acts as a wealth management generalist or a product specialist; profiling marketing and business plan development in partnership with financial advisors, managing a pipeline of cases. Designs case analyses and illustrations for financial advisors. Provides standard to moderate technical product support on Investment Management, Family Risk Management, Retirement Planning, Business Planning, Education Planning, Estate Planning, Insurance, Variable Annuities and Advisory Services. Builds and maintains relationships with internal and external contacts to identify sources of technical information and funding. Monitors work to ensure compliance with departmental goals and standards. Embraces continuous learning, including regulations, and guides advisors and internal partners by explaining trends and developments in own area of expertise. Supports more senior level consultants and assists on more complex cases.
Requirements:
Required
- Functions at a capacity normally achieved through one year applicable experience
- BA/BS; FINRA 7 63 licenses
Preferred
- Preferred: BS/BA; HDV General Support experience preferred