Wealth Manager

Under the direction of the Market Leader, the Wealth Manager is responsible for providing the highest level of wealth management services to the firm’s clients. Analytical and possessing a passion for understanding investments, the Wealth Manager acts as an essential and indispensable resource for the firm’s clients.

Through frequent communication and collaboration, the Wealth Manager supports the Senior Wealth Manager, partnering with them to manage and service client relationships.

Wealth Managers will benefit from our in-house, comprehensive, and differentiated approach to wealth advisory services, including our legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed income strategies. The firm’s advisors offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients.

Essential Functions

• Serve as a primary point of contact for the Senior Wealth Manager’s client base by anticipating client needs, resolving inquiries and cultivating deep relationships through superior client service

• Receive review prospect leads and set appointments for Senior Wealth Managers

• Prepare for prospect and client meetings by collecting financial information, completing various financial

analyses, and creating presentations materials for meetings

• Coordinate the deployment of investments for new client allocations and portfolio rebalances

• Execute and reconcile trades as directed by Senior Wealth Managers

• Address cash management needs to ensure sufficient funds are available to meet funding requirements

• Maintain an in-depth knowledge of the firm’s products and ensure adherence to allocation policies

• Maintain and track prospect and client engagement in firm relationship management system

• Prepare reports and materials for periodic client reviews

• Travel as needed

Required Experience

• Bachelor’s degree

• Minimum of 3 years of experience in the wealth management industry or related field; minimum of 2 years

of experience in a client facing capacity

• Series 65 or 66 required, or must be attained within timeframe determined by manager

• Must be highly organized, technically strong and be an enthusiastic, effective team player

• Ability to think strategically and creatively in a fast-paced environment

• Proven ability to self-start, take initiative, work collaboratively, and drive results

• Excellent written and verbal communications

• Experience with Excel Word Outlook Salesforce PowerPoint, with an emphasis on Excel