Self-starter comfortable in fast-paced environments
Responsibilities
Identify planning opportunities to develop comprehensive wealth management strategies
Collaborate on financial plan preparation and client meeting follow-ups
Coordinate seamless execution of plan designs including onboarding and general account maintenance
Support client needs alongside client services and portfolio operations teams
Attend to special projects as assigned
Benefits
Immediate coverage for medical, dental, and vision insurance
Paid parental leave for up to 16 weeks
401k matching plan
Employer contributions to HSA
Student loan assistance
Pet insurance
Full Job Description
The Wealth Manager is a vital collaborative role within our wealth solutions team. Working closely with our Wealth Advisors and Senior Wealth Managers, the Wealth Manager will be tasked with meaningfully impacting clients' financial standing by creating tailored financial solutions based upon their distinctive facts and circumstances. As a valuable internal and external partner, the Wealth Manager is tasked with identifying planning issues and opportunities and channeling them upwards to the senior members of the team. The successful candidate will join an established wealth management and financial planning team providing independent advice and customized service to clients.
This is currently a hybrid role. The selected colleague will work at our Los Angeles office four days per week with the remainder worked remotely. Our hybrid model is being evaluated by management and subject to change.
Our focus on employee growth and development, combined with your ambition, will equip you with the experience and knowledge needed for success in this role.
What You'll Do
Identifies planning opportunities and coordinates on the delivery of solutions for a comprehensive wealth management strategy to clients and and/or their advisers.
Will directly contribute to client meeting preparation, development of financial plans, and meeting follow-up communications efforts.
Collaborate with external parties and internal departments to provide seamless execution of plan designs including but not limited to onboarding, implementation, and general account maintenance.
Works with the client services and portfolio operations team in supporting the client needs.
Special projects as assigned.
Skills/Experience
Identifies planning opportunities and coordinates on the delivery of solutions for a comprehensive wealth management strategy to clients and and/or their advisers.
Will directly contribute to client meeting preparation, development of financial plans, and meeting follow-up communications efforts.
Collaborate with external parties and internal departments to provide seamless execution of plan designs including but not limited to onboarding, implementation, and general account maintenance.
Works with the client services and portfolio operations team in supporting the client needs.
Special projects as assigned.
What You'll Bring
CERTIFIED FINANCIAL PLANNER (CFP®) designation.
Bachelor's degree (MBA is a plus).
A general understanding of personal tax issues.
Thorough, attentive to the details, and accountable to deadlines and clients.
Entrepreneurial-minded: a self-starter who excels in a fast-paced, dynamic environment.
What We Offer
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Base salary of $85,000-$145,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
