Role OverviewThe Wealth Manager will contribute to the delivery of a bespoke and holistic wealth management service to ultra-high-net-worth clients. The role provides a robust path for professional development and may lead, co-lead or support client relationships.
What You Will Do
Foster trusted relationships with clients, assess client needs, and deliver firm resources and expertise to address client needs. Design and guide the implementation of managed investment portfolios and communicate proactively with clients.
Why It Might Be a Fit
Preferred 10+ years' industry experience, specialized skills in investments, estate planning, tax, philanthropy, and family governance. Certification (Series 65 or other) required. Strong organizational and time management skills, excellent written and verbal communication skills.
Requirements
- 10+ years' industry experience in investment management, wealth management or financial planning
- Specialized skills in investments, estate planning, tax, philanthropy, and family governance
- Certification (Series 65 or other)
- Four-year college degree or equivalent work experience in the financial services industry
Benefits
- Competitive salary commensurate with experience and skills
- Meaningful annual bonus based on individual and company performance
- Medical, dental and vision coverage
- Generous time off (including a sabbatical program)
- Flexible spending plans for health care and dependent care
- 401(k) plan
- Educational reimbursements
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