Wealth Manager at Fadac Resources

Our client is a fast growing mortgage bank which specialize in FHA/VA purchases, streamlines and cash out refinances. Due to expansion, they are looking to recruit a wealth manager.

JOB RESPONSIBILITIES

• Analyze Financial Information, hold in-depth consultations with clients to learn about their financial goals, risk tolerance, and current asset allocation.
• Analyze existing securities and portfolios and supplement their findings with research about possible investments.
• Source and manage funds for the organization.
• Offering clients suggestions on various financial products and services
• Assisting clients in the purchase and sale of stocks
• Managing and monitoring investments on behalf of clients
• Helping clients with tax and estate planning services
• Analyzing clients' financial goals and assets allocation
• Examining clients existing investment portfolios and suggesting improvements
• Helping develop effective strategies to increase overall wealth
• Managing assets and setting up investments for clients
• Coordinating with other Financial Planners to meet client’s goals
• Monitoring the performance of investments done by clients
• Helping resolve any financial issues and other legal complications with investments 

Job Requirements

• Bachelor’s degree in Finance, Accounting, Business Management, Economics, or a related field
• 3- 5 years of experience as a Wealth Manager.
• Familiarity with investment management.
• Proficiency in Microsoft Office tools particularly Excel