Senior Securities & Markets professional at MUFG responsible for data stewardship and clarity. Collaborating with teams to improve the quality and usability of Securities & Markets data.
SF
Hybrid VP, Wealth Management Advisor
Posted 2 months ago
About the role
- Wealth Management Advisor strengthening client relationships through comprehensive financial planning and wealth strategies. Responsibility for wealth management, trust, and estate planning with high service levels.
Responsibilities
- Developing comprehensive financial plans and wealth strategies intended for clients
- Driving deeper relationships with clients to manage their situations through life stages and generational wealth transfer
- Analyzing and creating investment strategies for trust/wealth management customers
- Coordinating with financial planning associates, investment managers, and service support representatives to deliver optimized service experience
Requirements
- Extensive financial service experience in the ultra-high net worth space, including complex planning and sophisticated product offerings
- Expertise and advanced certifications: Series 7, 63, 65, 66, and Insurance licenses
- Advanced certifications preferred: CFP®, CPWA®, CIMA®, CAIA®, CFA®, ChFC®, CWS®
- Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance
Benefits
- High degree of value in creating and nurturing a work environment that attracts the best talent and reflects commitment to associates
- Diverse and inclusive workplace where unique perspectives and experiences are respected and valued
- Reasonable accommodations for applicants with disabilities
Job title
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