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Wealth Counsel - Planning & Engagement Advisor

Employer
DKE Comprehensive Wealth Counsel
Location
Venice, Florida
Salary
$55k to $75k + benefits based on qualifications and experience, with an opportunity to grow.
Closing date
Mar 17, 2024

View more

Job Role
Financial Planning Support
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Pursuing

About DKE Comprehensive Wealth Counsel

Virtual Family Office Design & Engagement Solutions

 

  • We provide the structure, support, education and processes that ultra-high net-worth multigenerational families throughout the US need to transform their wealth into a lasting multi-generational legacy.
  • Our team structure fosters communication among team members, with the flexibility to integrate technical professionals when needed, so planning becomes more coordinated, efficient, cost-effective, and scalable over multiple generations and future households.

Comprehensive Wealth Planning

 

  • Services provided directly to clients.
  • Turnkey solutions to financial, legal, and accounting practices to support their own clients, ranging from Virtual Family Office Design & Engagement Solutions to Comprehensive Wealth Planning.

Job Description

  • This is a full-time, long-term position with a wide range of career development opportunities. 
  • Act as Directly Responsible Individual (DRI) for activities throughout the client service model.
  • Planning coordination; includes client communication at various touchpoints and maintaining planning-based software.
  • Responsible for ensuring all client needs are promptly and accurately addressed.

Opportunities

  • Firm sponsored CFP® certification process, with opportunities to increase role, compensation, and capabilities. Continuing education is sponsored and highly encouraged.

Compensation

 

  • Salary range: $55k to $75k depending on qualifications and experience, with an opportunity to grow. Benefits: Company sponsored medical and life insurance, short and long-term disability, vision and dental coverage with the option for employee to select various coverages.  Paid Time Off (PTO), and 401(k) Profit-Sharing Plan is also available with employer matching contributions.

Desired Traits

  • Extraordinary customer service skills and presence while possessing a positive attitude through all client interactions.
  • Excellent oral, written and interpersonal communication skills; well-spoken both on the phone and in person; exudes a courteous, friendly, and professional demeanor.
  • Outstanding planning and organizational skills, efficient multi-tasker, effective follow-up, deadline focused; detail oriented and demonstrates a commitment to accuracy by delivering high quality work.
  • Possesses strong work ethics and morals; is driven and motivated to advancing their career through hands on experience and evolving industry knowledge.
  • Energetic, eager to learn, team player, willing to cooperate; self-motivated with ability to work both independently and under direction.
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment; adapts to change in the work environment, manages competing demands and multiple interruptions.
  • Intermediate to advanced level computer skills.  Ability and willingness to learn and effectively utilize new technologies as requested and required.
  • Experience in the brokerage/banking field highly preferred, although not required.  This position is flexible based on current capabilities of the applicant.  It can begin as an entry-level position, or as a more advanced position, with ongoing career development opportunities.  For candidates without financial industry experience, other professional experience is preferred. Experience with Microsoft Suite of Tools (especially Excel and Teams), eMoney and SharePoint a plus. Familiarity with Client Relationship Management Software Systems (CRM); Microsoft Dynamics a plus.

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