Assist planner in all aspects of maintaining client relationships and help in building relationships with prospective clients.
Identify appropriate implementation opportunities for clients
Research investment/insurance/annuity product developments, sales opportunities
Serve as point person for all assigned clients
Quarterback client meeting preparation and all meeting tasks to completion
Delegate tasks to appropriate team members and holds regular meetings with his/her support team
Help maintain client relationships and portfolio management
Daily client interaction via phone and email
Develop investment proposal, retirement analysis, life insurance analysis, education analysis
Develop observations and recommendations (Implementation Schedule, Estate Plan Write-Up)
Prepare investment reviews
Develop investment models and asset allocation strategies (Investment Committee)
Research investment/insurance/annuity product developments, sales opportunities (L&L)
Execute trading and/or rebalancing
Run in-force Insurance Illustrations and strategize with Associate Client Relationship Manager
Data entry using planning software (designIt and eMoney)
Professional education required (CFP, CIMA, or CFA)
Applicants must be local to Hunt Valley, Maryland. There are no remote worksites for our firm.
This position does not involve any selling or business development
Registered associates of Maller Wealth Advisors are registered representatives of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies Maller Wealth Advisors is not affiliated with Lincoln Financial Advisors. CRN-2035906-022218
Additional Salary Information: Benefits are in addition to salary.
About Maller Wealth Advisors
Maller Wealth Advisors, headquartered in Hunt Valley, MD, specializes in sophisticated investment strategies, comprehensive financial planning, risk management services, business owner/key executive programs, and employee benefit solutions.
Maller Wealth Advisors was founded on the principle of providing high net worth individuals, families and business owners with a thorough analysis and exploration of their financial situation. We assist our clients by integrating all facets of their financial life into a single, comprehensive financial plan that addresses each aspect of their financial needs. By focusing on investment management and financial planning strategies, our goal is to ensure our clients achieve financial independence and maintain their standard of living, both today and tomorrow, and plan for their efficient transfer of wealth to future generations.