Monitor client review process utilizing internal 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.
Internal Number: 2018-1
About Wealth Management Partners, LLC
"Earning the Privilege to be your Trusted Advisor" is our mission at Wealth Management Partners, an established wealth management firm in Green Tree (Pittsburgh), PA. We are seeking a talented and highly-motivated individual to join our team as Director of Wealth Management Consulting (Para-Planner).