Wealth Manager - Vision Financial Group : Job Details

Vision Financial Group is one of the largest and most respected financial service firms in Upstate/Central Western New York. We are always looking to grow witht the right people. If you are a Wealth Manager that is looking to grow and develop your practice, we can support your growth mindset. We can help with team growth, succession planning, individual marketing, and suppoting independence, among other resources. Vision Financial Group works directly with Wealth Managers to help clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered by Vision Financial Group in a clear and concise manner.

Responsibilites & Growth Opportunities

• Practice Growth through Business Development
• Serves as the primary point of contact for wealth management clients
• Assist in the creation, delivery, execution and management of complex financial plans
• Increases market share in their local market
• Maintains a positive attitude and willingness to adapt in a rapidly changing environment
• Risk Management, Asset Protection, Life Insurance Planning
• Investment Management
• Financial Advisory
• Fee Based Planning

PREFERRED EXPERIENCE / QUALIFICATIONS

• CFP
• Series 65 and 66
• Life, Accident, and Health License
• Solid knowledge and ability to present complex financial topics to clients
• Ability to handle highly detailed work with a great degree of accuracy
• Bachelors degree, preferably in a related field such as finance, business or marketing
• 5 or more years financial services experience including direct sales with investment clients
• Graduate degree consisting of JD, MBA or CPA

TECHNICAL SKILLS

• MS Office /Windows experience
• Understanding of mobile operating systems
• Ability to adapt and integrate new technology quickly