Remote Wealth Manager

Summary

Join our Wealth Management team as a talented Wealth Manager to provide holistic and integrated tax, estate, investment, and wealth advice to clients. Work with a team of about 40 to create customizable plans and help reach clients' financial and personal goals.

Requirements

• Bachelor’s Degree in Finance, Financial Planning, Accounting or related degree
• 6+ years of related experience
• Solid track record of career achievements and work quality
• CFP Certification
• Sound understanding of general stock market, mutual fund, financial planning, and economic terminologies with a firm grasp of the financial planning process
• Strong computer skills, including proficiency in Microsoft Office Suite
• Familiarity with financial planning software
• Supervisory experience

Responsibilities

• Prepare client financial plans and presentations for review by Senior Wealth Managers and Partners
• Begin to lead client relationship development and management, including regular client contact and communications
• Manage client services, including financial planning processes, investment implementation strategies, planning updates, portfolio changes and reviews, and new opportunity identification
• Gather, organize, and synthesize client data within a financial planning context
• Prepare and present financial scenarios
• Initiates and proactively drives the financial planning process
• Assist in the portfolio management process
• Assist with 401(k) Plan marketing and servicing
• Prepare documents for client meetings
• Prepare and navigate financial planning software prior to and during client meetings
• Attend client meetings in a technical, supporting and learning role
• Begin to lead development of client communications
• Lead clients’ 401(k) enrollment and educational meetings
• Manage correspondence with service providers, including resolution of service requests
• Assist with tax planning and compliance
• Research technical issues
• Communicate with advisor or clients when necessary to initiate or follow-up on planning engagements
• Provide planning recommendations and communicate them effectively with the advisor and/or client

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home