Wealth Manager

Essential Responsibilities

• Takes full ownership and responsibility for all client contact, including review of meeting agendas, client correspondence, and quarterbacking all tasks to completion
• Leads client meetings, presents plans and investment performance, debriefs, and assigns appropriate actions to team
• Leads prospective client meetings set by business development, gathers data, deepens relationships, presents firm's value offering, and closes new business
• Prepares comprehensive financial plans, reports, and client presentations
• Oversees the preparation of materials from other team members in advance of client meetings
• Inputs data, analyzes, and presents output from financial planning software
• Understands the emotional aspects of finances and counsels clients appropriately
• Implements financial plans and investment strategies
• Responds directly to client communications and requests
• Attends weekly Wealth Management prep meetings and bi-weekly Department meetings
• Involved in firm Thought Leadership, which may include content creation, writing articles, and webinar presentations targeted toward niche clientele

Requirements

• Bachelor’s degree in Finance, Business, Accounting, or Financial Planning required
• Master’s or Graduate degree strongly preferred (Masters in Finance, JD, MBA)
• Five or more years of experience in financial services industry required
• CFP®, CFA®, or CPA designation required
• Currently possesses or pursuing the Series 65 securities license, to be licensed within 90 days after employment
• Strong technical and interpersonal skills
• Confident, poised, and professional in appearance
• Ability to take on creative challenges and manage workload on tight deadlines
• Ability to collaborate and contribute to a team environment

Qualifications

• Advancement Opportunities
• Autonomy in Your Role
• Professional Development Options
• Rewarding Work That Matters

Benefits

• Salary range: $120,000-$150,000/year, plus quarterly bonuses based on company and personal performance
• Total Compensation range with Bonus: $180,000-$230,000/year
• 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure
• Best and brightest leaders will have opportunities to buy into and become owners in the firm over time
• 11 paid holidays and 15 PTO days to use at your discretion
• Employer paid Health/Dental/Vision insurance premiums for individuals and families
• Employer HSA contributions
• Employer paid Life and Long-Term Disability