Overview
Wealth Manager Jobs in Utah, Utah, USA at Gross Law Office
Location: Utah
Company Description
For more than 35 years, Al Gross has been providing clients throughout the Twin Cities with personalized service designed to achieve the best results for clients. Built upon a strong foundation of experience in the legal profession
Role Description
This is a part-time remote role for a Wealth Manager. The Wealth Manager will be responsible for overseeing clients financial planning, managing investment portfolios, and providing insurance advice. Day-to-day tasks include creating customized financial plans, monitoring investment performance, advising on financial and investment decisions, and ensuring clients meet their financial goals. The role requires regular communication with clients to review and update their financial plans as necessary.
Qualifications
Experience in Financial Planning and Finance
Strong knowledge in Investment Management and Investments
Understanding of various Insurance products and strategies
Excellent analytical and problem-solving skills
Exceptional client relationship management skills
Ability to work independently and remotely
Certified Financial Planner (CFP) or similar certification is a plus
Bachelors degree in Finance, Business, Economics, or a related field
Title: Wealth Manager
Company: Gross Law Office
Location: Utah, Utah, USA
Category: Finance & Banking (Financial Consultant, Wealth Management, Financial Advisor)
