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Winvest Financial

Case Manager



Company Information

Winvest Financial is a team of professionals who work with private enterprise business clients. We are committed to a strategy first planning approach. This means we cannot rely on prepackaged "cookie cutter" concepts and tactics that are all too prevalent in the financial industry.

Job Description

Winvest Financial has an opening for an individual that is keen on strategy and numbers yet proficient in connecting and conversing with high net worth private enterprise clients. As Case Manager, you will be a key member of the strategy & planning team in the design and implementation of recommendations.  To accomplish this the Case Manager will work with third party professionals and vendors throughout the planning process. The successful candidate will be acccurate, good at learning, leading, pursuing excellence and finding solutions to complex problems. Must be able to look past the problem toward uncommon solutions.

If you like to work hard, think smart, can recognize opportunity, be solution oriented and work well under pressure with tight deadlines then this role may be for you.  Please submit your resume along with a covering letter to

Contact Information

Winvest Financial
Posting Date: 15-May-2017Financial Advisors Permanent, Full-Time Open 1 ASAP
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