Wealth Planning Specialist
Keller Executive Search
Crescent Springs, kentucky
Our Client, a growing wealth management firm, is seeking a Wealth Planning Specialist to assist our founder in creating comprehensive financial and estate plans for members of our Private Client Group. This is your chance to play a key role in the continuing success of our fast-growing organization!
We are among a very elite group of firms that has a CEFEX Certified Investment Management Process. Our RIA Firm, Independent Financial Partners, has also been named a Top 50 Wealth Manager by both Forbes and Investment News.
Our mission is to provide exceptional client experience combined with world class wealth management. You will be part of our Investment Committee maintaining our Investment Policy Statements, making all trades for the firm, assisting in research and creating all plans, analysis and reports. In addition to working behind the scenes with our team it is our objective for you to begin acting as a Servicing Advisor (in addition to the role of...