Associate Wealth Management Relationship Manager II

About the role

This position supports the senior relationship managers and wealth strategists in the financial planning and relationship management process. Responsibilities include data input into financial planning software, preparation of planning analyses, client on-boarding, service requests, client meeting preparation and follow-up, and maintenance of related items in the firm’s CRM system.

Responsibilities

• Hands-on development of sophisticated financial plans including net worth, cash flows, income tax projections, estate flows, retirement and education analysis, etc.
• Aid in preparing financial planning analyses and assisting advisors with other ad hoc planning requests from clients.
• Review and update estate planning documents to help create a current estate analysis.
• Directly interact with clients to assist advisors with all client requests, including processing of money movement requests and new account openings.
• Research and resolve client issues.
• Assist with client meeting preparation, including generating materials and coordinating with clients and other internal colleagues.
• Coordinate post-meeting implementation of recommendations in conjunction with the advisor.
• Follow up on correspondence and post-meeting record retention.
• Continuously update client’s electronic files in firm’s CRM system.

Qualifications

• Associate’s degree required.
• Series 65 must be obtained within 90 days of hire.
• 3 to 5 years related experience in the financial industry, preferably in client management and financial planning.
• Proficiency with software programs (Microsoft Word, Excel, PowerPoint, and Outlook).
• Familiarity with eMoney (or related financial planning tool), Salesforce, and Envestnet Tamarac is a plus.
• Proven client service delivered in a timely professional manner.
• Honesty and integrity, commitment to ethical standards, good communication and interpersonal skills, ability to work independently, strong organizational and project coordination skills, team-player, enthusiastic, positive, polished, poised, and professional.
• Demonstrated interest in the financial planning industry with an understanding of financial planning strategies for high net worth clients.

Prior to Employment

• Comprehensive background check required.

Working Conditions

• Mainly performs work in a normal office environment.
• Prolonged sitting.
• Lifting from 5 to 10 lbs.
• Occasional bending or overhead lifting.

Pay Details

• $61,600 - $88,000 annually.
• The base pay may vary based on candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs.
• The role is incentive eligible based on company, business, and/or individual goal achievement and performance.

Benefits

• Paid time-off (PTO)
• Holiday (PTO)
• Health and Wellness benefits including Medical, Dental, and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan.
• Disability Insurance, Employee Assistance Program, and Basic Life Insurance.
• Company-sponsored Tuition Disbursement and Loan Repayment programs.
• Voluntary benefits including Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity, and Legal plans.