Job Description
Salary:
The position of Wealth Planner for The Coury Firm’s Private Wealth division (the “Firm”) will be responsible for directly supporting the Firm’s Wealth Advisors on all aspects of a client relationship. Duties include helping coordinate and drive the delivery of wealth management and multi-family office services to our clients and serving as the Wealth Advisor’s primary internal resource for workflow management and execution. This will involve maintaining regular communication with the Firm’s Wealth Advisors, clients, and any outside advisors.
This position will require working collaboratively with a group of Private Wealth personnel, including but not limited to Wealth Advisors, Wealth Strategists, Wealth Servicing Specialists, and Senior Management to assist in the delivery of investment management, tax planning, comprehensive financial planning, risk management solutions, estate and succession planning, and other pertinent financial services.
Please note, that the Firm and its affiliates do not provide tax or legal advice. Therefore, the Wealth Planner will be responsible for managing and collaborating with the client’s outside advisors to assist in delivering a comprehensive, holistic wealth plan for the client.
ESSENTIAL DUTIES & RESPONSIBILITIES
The key responsibilities and description of duties described below are not intended to be all inclusive:
Client Service
Wealth Planning
Investment Management
New Business Development and Marketing
QUALIFICATIONS
The Wealth Planner of the Firm must possess the following qualifications:
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