Wealth Management Advisor

Job Description

ASFS Director

Alloy Silverstein is a multi-office regional accounting and financial services firm seeking a full-time Wealth Manager for our Cherry Hill, NJ office location.

About us

While Alloy Silverstein Accountants and Advisors has been a prominent South Jersey CPA firm since 1959, the financial services division was created in 1999. Led by Managing Shareholder Ren Cicalese, CPA, PFS, CGMA and Director of Financial Services Ronald Donato, MBA, CFP®, Alloy Silverstein Financial Services specializes in providing personalized and tax-smart financial planning, investing and retirement solutions, and wealth management services to business owners, families, attorneys, medical professionals, professional athletes, and shared clients of the CPA firm.

Wealth Manager position

This role will be focused on the financial planning and wealth management services side of the firm. The Wealth Manager will initially work alongside the Director of Financial Services to manage daily client interactions, participate in meetings, provide financial planning, investment and insurance solutions for clients and prospective clients, and coordinate this activity with our CPA partners. We would anticipate that the Wealth Manager will become the Director of Financial Services when the current Director retires. This position does require fingerprinting prior to accessing client data or financial paperwork.

Responsibilities include, but not limited to:

Managing the client experience by greeting clients with both verbal communication and written correspondence

Analyzing data for client meetings, investment and insurance recommendations

Preparing financial plans to meet client needs and goals

Maintaining comprehensive and accurate records, documentation, and reports to assure full compliance as required by board standards and our broker dealer

Updating CRM and logging of all of the Wealth Manager’s client interaction

Making recommendations for new client accounts

Reviewing insurance applications that are initiated by your Administrative Assistants, as well as other relevant information in connection with account opening

Keeping current on various licensing and Compliance requirements, including continuing education required by our broker-dealer

Attending weekly status and strategy meetings to address planning of priorities

Working alongside Marketing to plan mail/email newsletters and client marketing materials

Becoming thoroughly familiar with broker dealer’s systems and procedures

Requirements:

Excellent business communication skills with emphasis on a positive customer service experience

· Ability to multi-task in a fast-paced environment while balancing and prioritizing daily responsibilities

Thorough and detail-oriented

Strong computer skills

· Prior system and program knowledge a plus: Microsoft Office Suite and Redtail CRM, financial planning software

· Ability to maintain confidentiality and conduct business professionally

· Reliable and dependable with an excellent attendance and punctuality record

· Work well independently and in a team with positive attitude and professional presence

· Have a focus on acting in the best interest of clients and prospective clients

Qualification requirements:

College degree, preferably in Accounting and/or Finance

7+ years of industry experience

Prior background/experience in Avantax and SEI a plus

FINRA series 6 and/or series 7, FINRA Series 63 and 65 or 66, and insurance license

CFP® designation preferred, but can obtain after starting

Able to work flexible and/or overtime hours including Saturday’s and late evenings based upon work and peak busy times during accounting season

This is a full-time position with hours Monday through Friday from 8:00 AM to 5:00 PM. During tax season, additional hours will most likely be required. Compensation is based on experience. Dress code is business casual.

To learn more about the culture and benefits of becoming an Alloy Silverstein Group team member, visit our Careers page.

Alloy Silverstein is an EEO. Our team members are nationally recognized for providing superior client service. Join our client-centric, community-minded team today. For immediate consideration, send resume and salary requirements to or apply at the link below.

Full-time