Salesforce Process & Business Consultant/Sr. Consultant

Responsibilities Serve as the first point of contact for a number of the team’s clients. Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines. Opportunity to specialize in a technical area including but not limited to: Investments: participate on the firm’s investment committee and cover a segment of the investment universe. Financial Planning: option to specialize in one area of financial planning serving as the firm’s internal subject matter expert. Business Development: Work cross-departmentally to drive business strategies. Qualifications 3+ years of experience in Wealth Management with a demonstrated ability to manage client relationships Either the CFP® or CFA designation, or having passed the exam for the designation, is preferred Bachelors’ degree from an accredited university Detail-oriented and highly organized Of the highest integrity Maintain a “client-first” mentality Compensation & Benefits Compensation Range: $100,000 – $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k). Serve as the first point of contact for a number of the team’s clients. Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans. Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines. Opportunity to specialize in a technical area including but not limited to: Investments: participate on the firm’s investment committee and cover a segment of the investment universe. Financial Planning: option to specialize in one area of financial planning serving as the firm’s internal subject matter expert. Business Development: Work cross-departmentally to drive business strategies. 3+ years of experience in Wealth Management with a demonstrated ability to manage client relationships Either the CFP® or CFA designation, or having passed the exam for the designation, is preferred Bachelors’ degree from an accredited university Detail-oriented and highly organized Of the highest integrity Maintain a “client-first” mentality Compensation Range: $100,000 – $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Generous benefits include: Fully Paid Medical Plan (with no in-network co-pays or deductibles), Dental, Vision, Life and AD & D, Long-Term Disability, Short-Term Disability, FSA and Generous 401(k) match and Traditional and Roth 401(k). Have a question? Fill out the form below or contact us! Notre +229 01 97 36 34 99 Notre email [email protected] Lundi-Vendredi 09:30-17:30 Route de Maria Gléta, à proximité du carrefour Panara; À côté de Kader Africa Market; Immeuble portail vert – 3e étage, Abomey-Calavi

The role involves serving as the primary contact for clients to drive financial planning and portfolio management strategies. Responsibilities include reviewing investments and providing custom portfolios while potentially specializing in investments, financial planning, or business development.

Candidates need over 3 years of experience in Wealth Management and a bachelor's degree from an accredited university. A CFP or CFA designation is preferred.

• Medical Plan • Dental Insurance • Vision Insurance • Life Insurance • AD & D Insurance • Long-Term Disability • Short-Term Disability • FSA • 401(k) match • Traditional 401(k) • Roth 401(k)

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Wealth Management
• Financial Planning
• Portfolio Management
• Client Relationship Management
• Investment Strategy
• Tax Planning
• Estate Planning
• Risk Management
• Business Development
• Cash Flow Analysis

• Finance & Accounting
• Consulting
• Management & Leadership
• Sales

Formation minimale

Diplôme professionnel

Expérience minimale

2+ ans

Postuler avant le

1 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level