Elite Portfolio Strategist
24 hours ago
We are seeking a skilled Elite Portfolio Strategist to join Liberty Standard Bank Group.
About Liberty Standard Bank GroupWe are a leading financial institution dedicated to providing exceptional wealth management services to our clients. Our team of experts is committed to delivering personalized solutions that cater to their unique needs and goals.
Job DescriptionThe Elite Portfolio Strategist will be responsible for managing a portfolio of high net worth clients, providing them with comprehensive wealth and financial planning services. This includes:
- Acquiring new clients through building strong relationships internally and externally
- Managing client pipeline and workflow to acquire and retain clients
- Providing exceptional service to new and existing clients
- Developing and implementing customized wealth and financial plans
- Staying up-to-date with industry trends and regulatory requirements
To be successful in this role, you should have:
- A Certified Financial Planner (CFP) qualification or equivalent experience
- Strong knowledge of investment and insurance products
- Excellent communication and interpersonal skills
- A proven track record of success in wealth management and financial planning
As an Elite Portfolio Strategist at Liberty Standard Bank Group, you can expect:
- A competitive salary range of $120,000 - $180,000 per year, depending on experience
- Ongoing training and professional development opportunities
- A dynamic and supportive work environment
- The chance to work with a talented team of professionals who share your passion for excellence
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