Join Our Team: Wealth Management Specialist
- Minnesota, United States
- Full Time
- 4.5 Day Week
UP TO $ 6,000 / month
We're excited to welcome a Wealth Management Specialist to our dynamic team at Lupient Automotive Group in Minnesota!
Are you passionate about guiding individuals and businesses through their financial journey? Do you thrive in a fast-paced, customer-focused environment? If so, we want to hear from you!
As a Wealth Management Specialist with Lupient Automotive Group, you will have the opportunity to work closely with our clients, providing tailored financial solutions and investment strategies. Your role will involve assessing client needs, developing comprehensive financial plans, and offering guidance to help our clients achieve their long-term financial goals.
What We Offer:
- Competitive compensation and attractive bonus incentives
- Comprehensive healthcare benefits package
- Rewarding retirement savings plans
- Ongoing professional development opportunities
- A positive and inclusive team culture
- Access to state-of-the-art resources and technologies
Key Responsibilities:
- Conducting in-depth financial analysis for clients
- Developing personalized investment strategies
- Providing wealth management and estate planning services
- Building and maintaining strong client relationships
- Staying updated on financial regulations and market trends
Requirements:
- Bachelor's degree in Business, Finance, Economics, or a related field
- Proven experience in financial planning and wealth management
- Strong analytical and communication skills
- Professional certifications such as CFP, CFA, or CWM are a plus
- Understanding of compliance and regulatory standards
If you are ready to take the next step in your finance career and have a passion for helping others achieve financial success, we encourage you to submit your application today. Join us at Lupient Automotive Group, where your dedication and expertise will be rewarded, and your professional growth is our priority.
About the Employer
Last Updated on January 21, 2024
Expiring On July 21, 2024
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