| We are seeking to add a new Wealth Manager to our team, someone who is interested in building a long-term career and becoming a partner and shareholder of the firm. This person will be the lead advisor on a number of new and existing relationships. All clients are clients of the firm and Wealth Managers lead a team that includes Associate Wealth Managers, Client Service Associates, and Investment Management professionals. We need an outstanding person and a solid team player. A problem solver with a keen attention to detail and deep knowledge in all aspects of financial planning. Someone with excellent verbal and written communication skills and a positive, can-do attitude. Duties & Responsibilities - Be the primary trusted advisor for clients and help advise, coach and support them on a wide variety of planning areas and issues
- Engage with clients to understand their life experience, their current situation, their aspirations, goals and develop strategies to help them get there
- Facilitate conversations among spouses, family members, and outside professionals
- Develop various scenarios or paths to success and discuss the pros/cons/risks of each path with clients
- Prepare for client meetings and provide detailed follow up
- Perform various analysis and modeling (for example: education funding, stock options, insurance needs, etc.) and document and communicate recommendations
- Assist clients with the implementation of recommendations, working with CPAs, attorneys, or other professionals as needed
- Contribute and/or lead firm initiatives around business development, client events, client communications, service model and technology
- Help develop tools and templates to assist with the efficient delivery of our service offering
- Help mentor, train and develop other Advisory Team members
- Contribute to a professional and energetic working environment
Skills & Qualifications Required - 5+ years financial services industry experience and college degree
- Ideal candidate will have their CFP or be enrolled in a CFP program
- Good problem solving and technical skills and keen attention to detail
- Personable, responsive, engaging, and a client first attitude
- Mature, self-starter, willing to take complete ownership of areas of responsibility
- Ability to work independently and take direction from multiple parties
- Strong analytical skills and computer skills including advanced proficiency with Excel and Word
Salary and Benefits - Compensation commensurate with skills and experience
- 20 days paid vacation and 10 paid holidays
- Quarterly bonus program
- 401k plan and employer profit sharing contribution
- Medical, dental, and vision insurance
- Ability to purchase long-term disability and life insurance at group rates
- Professional development budget
- Complimentary financial planning and investment management for you and your direct family members
Applications |
