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Wealth Planning Manager

$ 3,000 - $ 4,500 / month

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A Wealth Planning Manager plays a crucial role in helping high-net-worth individuals and families manage and grow their wealth through comprehensive financial planning. This role involves creating and implementing strategies to meet clients' long-term financial goals, addressing a range of financial needs and concerns.

  • Client Meetings: Regularly meet with clients to discuss their financial goals, review their current financial status, and update their wealth plans.
  • Personalized Advice: Provide tailored financial advice based on clients’ specific needs, objectives, and risk tolerance.
  • Client Education: Educate clients about various financial products, investment strategies, and market conditions.

Job Type: Full-time

Pay: $3,000.00 - $4,500.00 per month

Benefits:

  • Flexible schedule

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Performance bonus

Work Location: In person