Senior Wealth Manager - Bluerock Wealth Management

About the role

The Senior Wealth Advisor (SWM) plays a crucial role in delivering personalized, attentive service to clients. They are a key member of a collaborative team dedicated to helping clients navigate life's financial journey.

Responsibilities

• Deliver high-level personalized service to clients, serving as a primary resource for all financial needs.
• Maintain detailed reviews for clients and prospective clients, developing financial plans and strategies.
• Facilitate meetings with clients and potential clients, identifying opportunities and pitfalls in their financial picture.
• Stay updated on financial planning trends, economic, legal, and investment developments affecting affluent clients.
• Collaborate with the operations, planning, and investment teams to implement best practices.
• Work with CPAs, attorneys, and other centers of influence to align client goals and needs.
• Aid partners in business development activities, including lead closing and increasing client wallet share.

Requirements

• Bachelor’s degree in finance or accounting.
• 7+ years of experience in a client-facing role.
• Required: CFP®, CPA, or CFA designation.
• Detailed knowledge of tax laws and complex estate planning concepts.
• Familiarity with working with small business owners and physicians.
• Experience with Salesforce, Black Diamond, BNA, eMoney, Fidelity, and Schwab platforms.
• Ability to build trust with clients and prospects.
• Knowledge of the fee-only space is preferred.

Qualifications

• Strong interpersonal and communication skills.
• Proactive and self-motivated with the ability to manage multiple tasks simultaneously.
• Excellent problem-solving and analytical skills.
• Ability to work independently and as part of a team.
• Passion for financial planning and a commitment to excellence.

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance.
• 401k matching plan.
• Paid parental leave.
• Student loan assistance.
• Pet insurance.
• Flexible benefits (FSA, pre-tax transportation, HSA employer contributions).

Schedule

Our office hours are Monday through Friday from 9:00 AM to 5:00 PM. However, we offer flexibility to accommodate your needs.

Pay

We offer competitive compensation packages tailored to each individual’s experience and performance.

Company Overview

Bluerock Wealth Management is part of the larger Hightower network, an established and successful financial advisory practice. We believe in creating collaborative relationships and providing reliable, thoughtful, and straightforward advice to our clients. Our comprehensive approach covers investing, financial planning, and tax mitigation, and we strive to create value for every client we serve.

Equal Opportunity Employer

Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. We are committed to fostering a diverse and inclusive workplace.