Top Benefits
About the role
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: participate on the firm’s investment committee and cover a segment of the investment universe. Financial Planning: option to specialize in one area of financial planning serving as the firm’s internal subject matter expert. Business Development: Work cross-departmentally to drive business strategies.
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
Compensation & Benefits
Compensation Range: $100,000 – $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. 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).
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: participate on the firm’s investment committee and cover a segment of the investment universe. Financial Planning: option to specialize in one area of financial planning serving as the firm’s internal subject matter expert. Business Development: Work cross-departmentally to drive business strategies. 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
Compensation Range: $100,000 – $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. 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).
Have a question?
Fill out the form below or contact us!
Notre
+229 01 97 36 34 99
Notre email
contact.durabilisafrica@gmail.com
Lundi-Vendredi
09:30-17:30
Route de Maria Gléta, à proximité du carrefour Panara; À côté de Kader Africa Market; Immeuble portail vert – 3e étage,
Abomey-Calavi
About Durabilis Studio
Durabilis Studio est le pôle audiovisuel et de production de contenus de Durabilis & Co Africa.
Nous accompagnons les entreprises, ONG, collectivités territoriales, institutions publiques, projets de développement et organisations internationales dans la valorisation de leurs actions, résultats et impacts à travers des contenus visuels et narratifs de qualité.
Notre mission est de documenter, raconter et mettre en lumière les initiatives qui transforment les territoires, renforcent les communautés et contribuent à un développement durable, inclusif et innovant.
Nos services :
• Photographie institutionnelle et corporate • Production vidéo et documentaire • Couverture d’événements, conférences et forums • Podcasts et contenus audiovisuels • Storytelling et capitalisation de projets • Portraits professionnels et reportages terrain • Création de contenus digitaux et visuels d’impact
À travers nos productions, nous donnons la parole aux acteurs du changement et contribuons à rendre les données, les expériences et les impacts plus visibles, accessibles et inspirants.
Durabilis Studio — Capturer l’impact. Raconter le changement.
Similar Jobs
Top Benefits
About the role
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: participate on the firm’s investment committee and cover a segment of the investment universe. Financial Planning: option to specialize in one area of financial planning serving as the firm’s internal subject matter expert. Business Development: Work cross-departmentally to drive business strategies.
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
Compensation & Benefits
Compensation Range: $100,000 – $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. 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).
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: participate on the firm’s investment committee and cover a segment of the investment universe. Financial Planning: option to specialize in one area of financial planning serving as the firm’s internal subject matter expert. Business Development: Work cross-departmentally to drive business strategies. 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
Compensation Range: $100,000 – $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. 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).
Have a question?
Fill out the form below or contact us!
Notre
+229 01 97 36 34 99
Notre email
contact.durabilisafrica@gmail.com
Lundi-Vendredi
09:30-17:30
Route de Maria Gléta, à proximité du carrefour Panara; À côté de Kader Africa Market; Immeuble portail vert – 3e étage,
Abomey-Calavi
About Durabilis Studio
Durabilis Studio est le pôle audiovisuel et de production de contenus de Durabilis & Co Africa.
Nous accompagnons les entreprises, ONG, collectivités territoriales, institutions publiques, projets de développement et organisations internationales dans la valorisation de leurs actions, résultats et impacts à travers des contenus visuels et narratifs de qualité.
Notre mission est de documenter, raconter et mettre en lumière les initiatives qui transforment les territoires, renforcent les communautés et contribuent à un développement durable, inclusif et innovant.
Nos services :
• Photographie institutionnelle et corporate • Production vidéo et documentaire • Couverture d’événements, conférences et forums • Podcasts et contenus audiovisuels • Storytelling et capitalisation de projets • Portraits professionnels et reportages terrain • Création de contenus digitaux et visuels d’impact
À travers nos productions, nous donnons la parole aux acteurs du changement et contribuons à rendre les données, les expériences et les impacts plus visibles, accessibles et inspirants.
Durabilis Studio — Capturer l’impact. Raconter le changement.