Engaged healthcare professional providing intensive care and anesthesia support for critical patients in Münchberg. Collaborating with interdisciplinary teams and managing medical equipment in a modern work environment.
SF
Hybrid VP, Wealth Management Advisor
Posted last month
About the role
- Wealth Management Advisor strengthening client relationships through comprehensive financial planning and wealth strategies. Responsibility for wealth management, trust, and estate planning with high service levels.
Responsibilities
- Developing comprehensive financial plans and wealth strategies intended for clients
- Driving deeper relationships with clients to manage their situations through life stages and generational wealth transfer
- Analyzing and creating investment strategies for trust/wealth management customers
- Coordinating with financial planning associates, investment managers, and service support representatives to deliver optimized service experience
Requirements
- Extensive financial service experience in the ultra-high net worth space, including complex planning and sophisticated product offerings
- Expertise and advanced certifications: Series 7, 63, 65, 66, and Insurance licenses
- Advanced certifications preferred: CFP®, CPWA®, CIMA®, CAIA®, CFA®, ChFC®, CWS®
- Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance
Benefits
- High degree of value in creating and nurturing a work environment that attracts the best talent and reflects commitment to associates
- Diverse and inclusive workplace where unique perspectives and experiences are respected and valued
- Reasonable accommodations for applicants with disabilities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Examined nursing professional for children's intensive care in Schleswig, caring for severely ill children.
Pflegefachkraft für ambulante Kinderintensivpflege im Team von Balu in Groß - Sarau. Unterstützung und individuelle Förderung schwerstkranker Kinder in einem engagierten Team.
Examinierte Pflegefachkraft für ambulante Kinderintensivpflege bei Balu in Fockbek. Verantwortung für 1:1 Pflege und medizinische Betreuung von schwerstkranken Kindern.
BG
Pflegefachkraft für individuelle Kinderintensivpflege in Hamburg - Altona, Betreuung eines 6 Jahre alten Mädchens in häuslicher Umgebung.
Atmungstherapeut supporting intensive care patients in Dresden. Engage in therapy assessments and patient motivation while collaborating with healthcare professionals.
Examined nursing professional in Neumünster caring for seriously ill children in their homes. Collaborating with families and a multidisciplinary team in a 1:1 care setting.
Examined nurse providing 1:1 intensive care in Leipzig for patients with special care needs. Ensuring quality life and satisfaction through individual and holistic support and care.
Nursing professional providing holistic intensive care in children's intensive care unit in Berlin. Seeking empathetic professionals for a supportive and structured environment.
BG
Pflegefachkraft für die 1:1 Betreuung eines 2 - jährigen Mädchens in Kronshagen. Arbeiten in einem interdisziplinären Team mit flexiblen Arbeitszeiten und Wertschätzung.