Director of Wealth Management Consulting (Para-planner)
Wealth Management Partners, LLC
February 2, 2018
Full Time - Experienced
4 Year Degree
DIRECTOR OF WEALTH MANAGEMENT CONSULTING
Do you make a great first impression?
Are you interested in perpetual learning?
Do you enjoy multi-tasking in a fast paced environment?
Do you like helping people achieve financial success?
If so, we would like to hear from you.
“Earning the Privilege to be your Trusted Advisor” is our mission at Wealth Management Partners, an established wealth management firm in Green Tree, PA. We are seeking a talented and highly-motivated individual to join our team as Director of Wealth Management Consulting.
The successful candidate will be passionately committed to helping others, as we are committed to helping our clients attain their financial goals while conducting business with the highest level of integrity.
Financial Planning / Para-planner
Use MoneyGuide Pro software, complete financial analysis and recommendations
Design and Write Financial Plans
Implement Commonwealth Financial Network's “Wealth Guide” process with clients
Advanced Planning Support
Other advanced financial planning concepts
Elder Care Law
Client Review Process
Monitor client review process utilizing CRM system
*Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a registered investment adviser.
The successful candidate will have a courteous and professional demeanor, and will be collaborative, adaptive and proactive in nature. Required knowledge and skills:
5+ years financial services experience
CFP required, CPA or Masters in Taxation preferred
Excellent written, verbal, telephone and technology skills
High attention to detail and the ability to follow instructions
Strong interpersonal skills and the ability to clearly communicate financial concepts with others
Proficiency with financial planning software
Superior organization, problem solving, and time management skills
Knowledgeable regarding Social Security, Elder Law issues, Estate Planning and Income Taxation
Ability to work effectively independently and as part of a team
Additional Salary Information: Our office provides a comfortable, professional work environment. We offer competitive salary and benefits. Our values of open communication, professional and personal growth, initiating fun, displaying mutual regard for all people, personal accountability, and that of vision and implementation guide our daily actions helping us achieve success as individuals and as a firm.
About Wealth Management Partners, LLC
Mission Statement: Wealth Management Partners, LLC, was founded based on a commitment to not only provide superior financial management services, but also to improve the quality of life for all associated with the firm: clients, advisors, and associates. Our firm is based on the philosophy of “Earning the Privilege to Be Your Trusted Advisor.” Earned: To receive as return for effort and for work done or services rendered Earning means to commit to the work required to ensure that clients receive the best possible advice. This is accomplished through a comprehensive financial planning process delivered by a knowledgeable team of advisors. Our firm is focused on developing long-term relationships based on a client-centered approach. We strive to earn our clients' trust.Privilege: A right granted as a benefit, advantage, or favor Wealth Management Partners recognizes the privilege it is to assist clients with their financial affairs. We do not take our client relationships for granted and fully comprehend the responsibility we owe to them. All associates understand the significant role we accept when providing financial guidance through the various phases of our clients’ lives. We rem...ember that it is a privilege to be your trusted advisor.Trusted: Assured reliance on the character, ability, strength, or truth of someone Integrity and professionalism are the cornerstones of a trusted relationship. This belief is developed and fostered by keeping the client’s interest first, last, and always. A commitment to learning for all associates ensures that this confidence is cultivated through educated advisors. Associates of Wealth Management Partners will adhere to the principles of a trust-based relationship.Advisor: One who provides recommendations regarding a decision or course of action As advisors, we provide value-added advice and expertise. This counsel is supported by a comprehensive planning process, knowledgeable advisors, and a team approach. Our structure as independent financial advisors provides us with a unique ability to focus on clients’ needs without any outside influence and enhances our ability to act as advisors.