Wealth Manager

Summary

The Wealth Manager serves as the primary relationship lead for client households, delivering comprehensive wealth management advice and overseeing the financial planning process. This role is responsible for cultivating and maintaining deep client relationships, mentoring Financial Advisors, identifying business development opportunities, and driving growth through networking and Centers of Influence (COI) relationships. As a senior client-facing advisor, the Wealth Manager leads financial planning engagements, manages transitioned client relationships, and partners with advisory teams to deliver exceptional client experiences and personalized wealth management solutions.

Responsibilities

• Serve as the lead advisor and primary point of contact for assigned client relationships.
• Build, deepen, and maintain trusted client relationships through proactive engagement and ongoing advice.
• Conduct annual review meetings and other client meetings as needed to ensure clients remain aligned with their financial goals.
• Take ownership of client follow-up activities, recommendations, and implementation efforts.
• Deliver a high-quality client experience that strengthens retention and client satisfaction.
• Partner with advisory team members to ensure planning deliverables are timely, accurate, and aligned with client objectives.
• Serve as a mentor and resource for Financial Advisors and other advisory staff.
• Provide guidance on client relationship management, financial planning strategies, and business development activities.
• Support the professional development of advisory team members through coaching and knowledge sharing.
• Collaborate with Lead Advisors and Client Service teams to ensure consistent delivery of advisory services.
• Develop and maintain long-term advisory relationships with transitioned clients.
• Operate with a high level of autonomy while leveraging support resources when appropriate.
• Develop and execute a personal business development strategy.
• Build and maintain a network of Centers of Influence (COIs), including attorneys, CPAs, business consultants, and other professionals.
• Actively pursue new client acquisition opportunities through referrals, networking, community involvement, and professional relationships.
• Develop expertise within a networking focus area (digital networking, professional organizations, community engagement, etc.).
• Explore and implement new business development avenues aligned with individual strengths and market opportunities.
• Attract, onboard, and retain new client relationships that contribute to the firm's growth objectives.

Education Requirements

• Bachelor's degree in Finance, Financial Planning, Business, Economics, or related field required.

Basic Requirements

• Bachelor's degree in Finance, Financial Planning, Business, Economics, or related field.
• 5+ years of experience in wealth management, financial planning, or investment advisory services.
• Experience managing client relationships and delivering comprehensive financial planning advice.
• Strong interpersonal, presentation, and relationship management skills.
• Knowledge of investment management, retirement planning, tax planning, estate planning, and risk management concepts.
• Demonstrated ability to develop and maintain professional relationships.
• Proficiency with financial planning software and CRM systems.

Preferred Requirements

• CFP® designation required or actively pursuing.
• Additional industry credentials such as CFA®, CPA, or CIMA® preferred.
• Experience using eMoney or similar financial planning platforms.
• Prior mentoring or leadership experience within an advisory practice.
• Proven business development and client acquisition success.

Pay

$100,000 – $110,000 per year + annual performance-based bonus. Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Schedule

Minimum of 2 - 3 days weekly in the office. Applicants located must be willing to work this schedule.