What You'll Do We are looking for an experienced Senior Wealth Manager to deliver a high level of personalized, attentive service to our clients, serving as a primary resource for all financial needs. You have experience making a positive impact on clients' lives. You are a proactive learner, who produces results amid varying work demands. As a growing company, Bluerock offers plentiful opportunities for internal growth and career development. You will report to a Partner of the practice.
- Be a resource for clients on investments, tax planning, estate planning, insurance, education and retirement planning
- Conduct in-depth reviews for clients and prospective clients
- Develop financial plans and strategies
- Facilitate meetings with clients and potential clients
- Identify opportunities or pitfalls that may be present when it comes to all facets of a client's financial picture
- Stay informed about the landscape of financial planning, including economic, legal, and investment trends, and general market developments and challenges that may affect affluent clients
- Work with members of the operations, planning and investment teams to create/incorporate best practices
- Collaborate with CPAs, attorneys and other Centers of Influence to meet client goals and needs
- Assist partners with business development including closing leads and helping increase client wallet share
What You'll Bring - Bachelor's Degree in finance or accounting.
- 7+ years in client facing role.
- CFP®, CPA or CFA designation required.
- Detailed knowledge of tax knowledge is required.
- Detailed knowledge of complex estate planning concepts and implementation.
- Familiarity with the aspects of working with small business owners and physicians.
- Knowledge of Salesforce, Black Diamond, BNA, eMoney, Fidelity and Schwab platforms.
- Ability to get started with building trust with existing and new clients.
- Knowledge of the fee-only space will be given preference.
What We Offer - 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)
- Work/life Balance: Vacation time, flexible schedule
- Career Path Opportunities
