Wealth Manager/Senior Wealth Manager
Key Responsibilities- Exceptional Client Advisory & Service: Provide high-touch service as the primary Wealth Manager for existing clients, ensuring a seamless experience.
- Strategic Client Relationship Management: Maintain active management of approved range of households, ensuring sustained client loyalty through proactive financial needs management and strategic solutions.
- Market Insights & Financial Strategy Development: Stay up to date on market trends, financial strategies, and regulatory changes to provide informed recommendations.
- Mentorship & Team Development: Actively mentor Associate Wealth Managers to enhance prospecting, relationship-building, and conversion strategies.
- Cross-functional Collaboration & Process Optimization: Partner with internal teams to enhance financial planning, portfolio management, compliance workflows, client experience, and others. Lead all client needs through collaboration with Associate Wealth Managers and appropriate internal staff.
Requirements
What You'll Need to Succeed - Education and Certifications: CFP required. Bachelor's degree in Finance, Business, Economics, or related field.
- Experience: 5+ years of experience in wealth advisory roles.
- Investment Expertise & Portfolio Strategy: Strong understanding of investment strategies, portfolio management, and financial planning principles.
- Client-Centric Relationship Management: Exceptional relationship management skills with a client-centric approach.
- Referral & Asset Growth Leadership: Proven ability to drive referrals, organic asset growth, and retention.
- Technology-Driven Wealth Management: Proficiency in wealth management platforms, CRM systems, and financial planning tools (i.e. Salesforce, Hubspot, Black Diamond/Orion, Holistiplan, Emoney, etc).
- Client-Focused Communication: Excellent communication skills and a client-first mindset, especially in high-touch service environments.
Comprehensive Benefits We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.
This includes a comprehensive suite of:
- Medical, Dental, and Vision Insurance
- Life & Disability Insurance
- Paid Time Off (PTO)
- 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
- Company Events: We believe in celebrating wins and creating connections - whether it's through get togethers, our Annual Picnic, or company milestones
- Opportunities for professional growth and development
- Summer hours
We are committed to providing an environment where you can thrive and achieve your full potential.
