Wealth Manager - Berwyn

About the role

A Wealth Manager serves clients by providing sound financial guidance and critical recommendations by obtaining and evaluating a client’s financial information. In addition, this role develops, recommends, and manages financial plans. This role works closely with our Business Development Department to create, achieve and expand Merit’s business goals.

Responsibilities

• Meet with prospects throughout the engagement process
• Meet with clients to form a financial plan encompassing expenses, income, insurance coverage, objectives, tax status, risk tolerance, or other elements
• Analyze market performance, investments, and client data to develop strategies for meeting clients' financial goals
• Review client accounts regularly to ascertain if economic or life changes necessitate plan adjustments
• Collaborate with other tax, legal, and insurance professionals to cover your clients’ entire financial roadmap and ensure they’re on track to achieving their goals
• Interpret and prepare income projections, financial summaries, and investment performance reports, and manage and update client portfolios accordingly
• Work closely with the Client Development Managers in conducting marketing events to increase the number of prospects in our database and assist in the follow up with these prospects
• Review/prepare workshop presentations and conduct educational workshops
• Achieve production and revenue targets as established by firm leadership
• Stay informed on industry developments, compliance requirements, and market conditions
• Mentor junior advisors and team members

Please note the role will vary, grow and change and is not limited to the items above.

Requirements

• Bachelor’s degree in Finance, Business, or related field
• A minimum of 3 to 5 years of experience in the financial services industry
• Active Series 65 license, Series 66 license, CFP designation, CFA designation, ChFC designation, or CIC designation required
• Life and Health licenses or willingness to obtain within 90 days
• Proven track record in financial advising and business development
• Exceptional relationship management and consultative sales skills
• Demonstrate excellent oral, written, and interpersonal communication skills
• Possess a willingness to learn firm technologies
• Strong working knowledge across a variety of financial products and services (debt management, cash management, insurance coverage, investments, etc.)
• Proven ability to provide strategic advice in the above areas articulately
• Desire to grow the prospect pipeline

Benefits

• Medical Insurance
• Dental/Vision Insurance
• Life & Personal Accident Insurance
• Short-term Disability Insurance
• Long-term Disability Insurance
• Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
• 401(k) Plan with company matching
• Paid Time Off (PTO) and paid holidays