Senior Wealth Manager - Bluerock Wealth Management

About the Role

We are looking for a Senior Wealth Advisor (SWM) to join Bluerock Wealth Management, an established and successful financial advisory practice within the Hightower network. As a key team member, you will deliver personalized, attentive service to clients, serving as a primary resource for their financial needs. This is a fiduciary, fee-only practice with a collaborative ensemble approach, emphasizing holistic, data-driven, and inclusive wealth management.

Responsibilities

• Serve as a resource for clients on investments, tax planning, estate planning, insurance, education, and retirement planning.
• Conduct in-depth financial reviews for clients and prospective clients.
• Develop financial plans and strategies tailored to client needs.
• Facilitate meetings with clients and potential clients.
• Identify opportunities or pitfalls in a client’s financial picture across all facets.
• Stay informed about financial planning trends, including economic, legal, and investment developments that may impact affluent clients.
• Collaborate with operations, planning, and investment teams to incorporate best practices.
• Work with CPAs, attorneys, and other centers of influence to meet client goals.
• Assist partners with business development, including closing leads and increasing client wallet share.

Requirements

• Bachelor’s Degree in finance or accounting.
• 7+ years in a client-facing role.
• CFP®, CPA, or CFA designation required.
• Detailed knowledge of tax planning and complex estate planning concepts and implementation.
• Familiarity with the needs of small business owners and physicians.
• Proficiency with platforms such as Salesforce, Black Diamond, BNA, eMoney, Fidelity, and Schwab.
• Ability to build trust with existing and new clients.
• Knowledge of the fee-only advisory space (preferred).
• U.S. citizenship, permanent residency, or unrestricted work authorization (no sponsorship required).

Benefits

• Medical, dental, and vision insurance coverage starting on the first day of employment.
• 401k matching plan.
• Paid parental leave.
• Student loan assistance.
• Pet insurance.
• Flexible benefits (FSA, pre-tax transportation, HSA employer contributions).
• Work/life balance: vacation time and flexible scheduling.
• Career path opportunities for growth and development.