Salesforce Process & Business Consultant/Sr. Consultant

Responsibilities

• Serve as the first point of contact for a number of the team’s clients.
• Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans.
• Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines.
• Opportunity to specialize in a technical area including but not limited to: Investments, Financial Planning, and Business Development.

Qualifications

• 3+ years of experience in Wealth Management with a demonstrated ability to manage client relationships.
• Either the CFP® or CFA designation, or having passed the exam for the designation, is preferred.
• Bachelors’ degree from an accredited university.
• Detail-oriented and highly organized.
• Of the highest integrity.
• Maintain a “client-first” mentality.

Pay & Benefits

• Compensation Range: $100,000 – $145,000 base (excluding potential incentives).
• Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k).