Looking to make a significant impact in wealth management? Claire Myers Consulting is partnering with a dynamic, boutique wealth management firm in Milwaukee, seeking a Lead Financial Advisor. This firm is dedicated to empowering clients with personalized financial planning, investment advisory, education funding, holistic wealth management, retirement planning, and risk management. Key Responsibilities: -Main contact for established clients -Implement risk and investment strategies -Conduct regular client meetings -Grow assets under management and develop new revenue Qualifications: -5+ years of financial advising experience -Series 7, 66/63, and State Life & Health licenses (or obtain within 120 days) -Preferred: CFP, CFA, CPA, J.D. Compensation: $85K-125K base salary + bonuses, benefits, and profit sharing Ready to help clients achieve their financial dreams? Apply now! https://lnkd.in/g6ESq4cP #WealthManagement #FinanceJobs #Hiring #careeropportunity #CareerGrowth #ClaireMyersConsulting #Jobs #NowHiring #JobSearch
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Why You Should Hire a Private Wealth Manager Are you tired of feeling overwhelmed by your finances? Do you struggle to keep track of your investments, taxes, and retirement plans? It might be time to consider hiring a private wealth manager! A private wealth manager is a financial expert who helps high-net-worth individuals manage their money and achieve their financial goals. They can help you: 1️. Create a personalized financial plan that aligns with your values and objectives. 2️. Manage your investments and help you grow your wealth. 3️. Minimize your tax liability through smart tax planning strategies. 4️. Provide guidance on estate planning, wills, and trusts. 5️. Offer objective advice on philanthropic giving and impact investing. 6️. Assist with retirement planning and help you achieve financial independence. But wait, there's more! A private wealth manager can also help you with: 7️. Risk management strategies to protect your assets. 8️. Access to exclusive investment opportunities. 9️. Personalized customer service and support. 10️. Ongoing education and training to improve your financial literacy. Hiring a private wealth manager can be a game-changer for your financial health and well-being. Not only can they help you achieve your financial goals, but they can also give you peace of mind knowing that your finances are in good hands. So if you're ready to take your finances to the next level, consider hiring a private wealth manager today! #PrivateWealthManager #FinancialGoals #PeaceOfMind #FinancialFreedom
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Maili Wong has contributed to a new article in The Globe and Mail, discussing what the wealth management industry is looking for when hiring new advisors. Here's what Maili had to say: "Today, as clients seek holistic solutions to their complex financial situations – such as second or third marriages, extended families and successful businesses – wealth management firms are looking for critical thinkers who can come up with the best strategies." Click below to read the full article: #grads #wealthmanagment #finance #futureadvisors #advice https://lnkd.in/gvatykGY
From grads to future advisors? Here’s what the next generation of wealth professionals should know
theglobeandmail.com
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What skills will new grads need to be successful in #wealthmanagement as #AI becomes more prevalent? Critical thinking and team-based #emotional intelligence will be key, from my perspective. As high net worth clients seek holistic solutions to their complex financial situations – such as second or third marriages, extended families and successful businesses – wealth management firms are looking for critical thinkers who can come up with the best strategies. Knowing how to work within a team has also become a must-have skill for advisors, now and going forward. Read this article from The Globe and Mail Globe Advisor by Marjo Johne for more insights on how #newgrads can adapt skills for the future of wealth management. Wellington-Altus The Wong Group at Wellington-Altus Private Wealth
Maili Wong has contributed to a new article in The Globe and Mail, discussing what the wealth management industry is looking for when hiring new advisors. Here's what Maili had to say: "Today, as clients seek holistic solutions to their complex financial situations – such as second or third marriages, extended families and successful businesses – wealth management firms are looking for critical thinkers who can come up with the best strategies." Click below to read the full article: #grads #wealthmanagment #finance #futureadvisors #advice https://lnkd.in/gvatykGY
From grads to future advisors? Here’s what the next generation of wealth professionals should know
theglobeandmail.com
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Dynamic MBA Candidate Passionate About Business Analytics | Excel & Python Proficient | Seeking to Drive Organizational Growth Through Data Insights
🌟 Exciting Developments in Wealth Management! 🌟 As I advance in my career in business analytics and finance, I am thrilled to dive deeper into the dynamic field of wealth management. With the aim of helping individuals and families achieve their financial goals, secure their futures, and live their dreams, I am passionate about leveraging data-driven insights to provide tailored financial strategies. 📈💼 Why Wealth Management Matters: 1. Investment Planning: Crafting customized investment portfolios that balance risk and return, helping clients grow their wealth sustainably. This involves analyzing market trends, asset allocation, and investment strategies. 2. Retirement Planning: Ensuring a comfortable and worry-free retirement by developing comprehensive retirement plans that consider current assets, future income streams, and lifestyle aspirations. 3. Estate Planning: Protecting and efficiently transferring wealth to future generations. This includes wills, trusts, and estate tax strategies to ensure that clients' legacies are preserved. 4. Tax Optimization: Strategizing to minimize tax liabilities and maximize savings through effective tax planning, utilizing tax-advantaged accounts, and understanding the implications of various investment choices. 5. Risk Management: Identifying, assessing, and mitigating financial risks to safeguard clients' assets. This encompasses insurance planning, diversification strategies, and contingency planning. The Role of Business Analytics: In today’s data-driven world, business analytics plays a crucial role in wealth management. By analyzing historical data and market trends, we can forecast financial outcomes and tailor strategies that meet the unique needs of each client. Here’s how: Predictive Analytics: Forecasting market trends and potential investment returns. Risk Analysis: Assessing the risk profile of investment portfolios and suggesting adjustments. Client Profiling: Understanding client behaviors and preferences to offer personalized advice. Performance Monitoring: Continuously tracking investment performance and adjusting strategies accordingly. My Commitment: With a robust background in business analytics and hands-on experience in financial data management, I am dedicated to utilizing these skills to offer top-notch wealth management services. My goal is to empower clients with the knowledge and tools they need to make informed financial decisions and achieve their long-term objectives. 💬 I am eager to connect with fellow professionals in the wealth management and finance sectors to share insights, discuss trends, and explore opportunities for collaboration. Let's work together to make financial dreams a reality! #WealthManagement #Finance #InvestmentPlanning #RetirementPlanning #EstatePlanning #TaxOptimization #RiskManagement #BusinessAnalytics #DataDrivenDecisions #FinancialPlanning
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More than a third of financial advisors will retire in the next decade, creating a headcount problem for the industry. Check out Financial Planning’s recent coverage on some of the talent retention and recruitment issues facing wealth managers. #financialadvisors #wealthmanagement #financialplanning
How wealth managers are retaining top talent
financial-planning.com
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By delivering value beyond the numbers to their clients, #financialadvisors can not only stand out in this crowded marketplace but also address a very important qualitative need in a world ruled by money.
Senior Wealth Advisor - OceanFront Wealth Inc. Portfolio Manager - OceanFront Investment Counsel Inc.
The Genesis of Wealth Management: A Journey from the Womb Before you jump to conclusions, no, this isn't an announcement that we're expecting a new addition to the family—unless you count the revolutionary ideas I’m using to reshape the advisory world. In the realm of wealth management, we often dissect the technicalities of asset allocation, risk assessment, and financial planning. Yet, the philosophy championed by David Kruger, author of The Secret Language of Money, nudges us to venture deeper, exploring the premise that our financial dispositions are ingrained from the earliest stages of our existence—right from the womb. It's not just about the data, the portfolio, or the tax planning. It's about diving deep into the essence of our financial beings, understanding that our earliest, most formative experiences shape our behaviour and attitudes towards money in ways we're barely conscious of. In my consultations, this means moving beyond traditional metrics and questionnaires. I strive to understand the personal narratives, values, and subconscious influences that drive an individual’s financial decisions. This holistic approach enables me to craft wealth management plans that are not just about growth and preservation but are also attuned to the individual stories and values of each individual and family.
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💡Why should financial advisors / firms be hiring the next-gen? (Coming from someone who is part of that next-gen) Josh Welsh | InvestmentNews wrote a fantastic article recently that I was able to contribute to. 🟢 Client Service: like I’ve said before, this is a relationship business. Those clients that have put their trust in you to manage their life savings and guide them through life’s challenges- who will be there to guide them now? Clients are like family to us. Having next-gen advisors as part of your practice can create a natural continuation of the same excellent service clients are used to. 🟢 Business Continuity: does your business survive after you decide to hang it up? For advisors who spend their entire lives building their business, having it cease to exist when they can no longer work is a harsh reality. Putting in the work to find next-gen advisors who fit your unique business model makes internal succession a possibility. Great to see contributions from another NextGen leader, Jack Heintzelman, CFP®, CPWA® included as well- education and growth are KEY to supporting the next-gen. #nextgen #financialplanning
It's back to school for advisors
https://www.investmentnews.com
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If you're looking to grow your wealth and achieve your financial goals, hiring a wealth management company can be a great way to get started. Wealth managers have the expertise and experience to help you develop a comprehensive financial plan that meets your specific needs. Here are five key benefits of hiring a wealth management company : https://lnkd.in/dzTWH9T3 . . #wealthmanagementservices #wealthmanagement #wealthbuilding #wealthcreation
Benefits of Hiring a Wealth Management Company
https://www.thegainers.in
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**Redefining the Role: From "Wealth Manager" to "Financial Planner"** A subtle shift in terminology can often lead to profound changes in behaviour and mindset. Over the years, we've seen "Financial Planners" evolve into "Wealth Managers". Whilst both roles serve vital functions, there's a crucial difference in perception and outcome. 🔍 A "Wealth Manager" suggests a passive custodian of wealth, primarily focusing on maintaining and protecting assets. This passive approach may inadvertently sideline the proactive role of advising, innovating, and collaborating with clients to grow their wealth. 🌱 On the other hand, "Financial Planner" embodies the role of an active adviser, closely aligned with the client's life goals and aspirations. They engage in a comprehensive approach, working together with families to create a tailored financial roadmap, much like the trusted adviser in a family office setting. ✨ By reclaiming the title "Financial Planner," professionals can recenter their focus on active advisory, fostering deeper, more meaningful, and mutually profitable relationships over the long term. As the profession pivots, let us embrace the essence of financial planning and empower families to not just maintain, but flourish and thrive. #FinancialPlanning #ActiveAdvisory #ClientRelationships #financialadvisors
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pDeciding whether to hire a finance advisor can be as crucial as the financial goals you aim to achieve. A finance advisor tailors strategies for wealth growth, risk management, and retirement planning. This guide demystifies their role, provides insight into different advisor types, and gives practical advice on selecting the best advisor for your needs …/p p class="read-more" a class="ast-button" href="https://lnkd.in/eDQzGJtX" span class="screen-reader-text"5 Key Benefits of Hiring a Finance Advisor for Your Financial Goals/span Read More »/a/p pThe post a rel="nofollow" href="https://lnkd.in/eDQzGJtX"5 Key Benefits of Hiring a Finance Advisor for Your Financial Goals/a appeared first on a rel="nofollow" href="https://lnkd.in/e7UhQyyJ"Investment Fraud Lawyers/a./p
5 Key Benefits of Hiring a Finance Advisor for Your Financial Goals
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