Katapult Network is designed to help college graduates with zero to two years of professional experience find their next professional career opportunity. We focus on helping recent college graduates with no experience get access to full-time, entry-level opportunities with some of the Nation's top employers. Our clients include ground-breaking start-up companies and well-established billion-dollar organizations that want to find their next generation of talent.

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The Job

We are currently recruiting an entry-level Wealth Management Advisor. This position has the opportunity to deliver a distinctive client experience that leverages the company's unique value proposition. Successful Advisors further their client's unique financial objectives through one-on-one advice as well as leveraging our collaborative environment to deliver appropriate products and services. These products and services include managed accounts, private asset management, personal trust services, retirement plans, life insurance, IRAs, after-tax annuities, brokerage services, and education savings plans.

The Wealth Management Advisor will benefit from a comprehensive training and tools program which includes mentorship, company products, and new financial tools. Strong applicants will have demonstrated experience serving affluent client needs through outstanding relationship management skills, solid financial service product knowledge, and proven sales skills.

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What You Will Be Doing As A Wealth Management Advisor :

• Assist clients in determining long- and short-term financial goals
• Consider clients' financial goals to suggest products and strategies for portfolio growth
• Source and attract new clients to the company by providing financial and insurance strategies that assist in retirement objectives
• Grow the book of business by identifying value-added products and services for clients, identifying and acquiring client assets held outside of the company, and developing additional business through referrals
• Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition of the company
• Analyze and advise on complex investment strategies
• Maintain up-to-date knowledge of investment options and wealth management techniques and standards

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Our Ideal Wealth Management Advisor Candidate Has:

• Integrity - adhere to a strong moral and ethical code in compliance with organizational principles

• Relationship building - establish and maintain interpersonal relationships by developing a constructive and cooperative working rapport

• Trustworthy - reliable, responsible, and circumspect

• Communication - express ideas clearly in both written and verbal correspondence, listen effectively, and share information appropriately with persons inside and outside the organization

• Economics and accounting expertise - knowledge of and interest in economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data

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Requirements To Be A Wealth Management Advisor :

• Bachelor's degree in finance or related field

Katapult Network is an equal-opportunity employer and celebrates diversity in all of its forms. People of all identities and backgrounds are encouraged to apply.

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