Wealth & Asset Manager
Terrion Consultancy Services Dallas
Set appointments with Client(s);
Discuss list of documents needed for credit and/or budget analysis process;
Follow-up with client(s) on current or outstanding documents needed for transactional processing on hold;
Advise clients on their financial information during consultation, to include but not limited to: total annual income, debt obligations, monthly expenses, savings/assets;
Discuss many financial topics with clients, including debt management, savings objectives and strategies;
Conduct final closing presentation on approved analysis with client from clients portfolio account;
Discuss list of documents needed for credit and/or budget analysis process;
Follow-up with client(s) on current or outstanding documents needed for transactional processing on hold;
Advise clients on their financial information during consultation, to include but not limited to: total annual income, debt obligations, monthly expenses, savings/assets;
Discuss many financial topics with clients, including debt management, savings objectives and strategies;
Conduct final closing presentation on approved analysis with client from clients portfolio account;
Help clients understand their financial circumstances and reach their financial goals.
Qualifications:Requirements: 7+ year(s) of Wealth & Asset Management consulting experience.
Desired Skills: Strong client relations with excellent oral/written communication skills; Time management; Heavy calendar processing; Knowledge and ability in servicing and managing a pipeline of portfolio accounts; Advance knowledge with Microsoft Office & Google Suite; Advance knowledge in reporting, data analytics, and preparing client presentation summary account reports.
Education: HS Diploma (Required) / bachelor's degree (Preferred) / License: Series 65 or 66 (Required) / Certification (Preferred)
Start Date: 2/3/2025
Michael PageDallas
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