We are an established
comprehensive wealth management company that is in need of an additional Wealth
Manager. We offer a team environment, a reputation for excellence, established
clients and growth potential to help you reach your personal goals.
Located
in Berkeley, CA, we have served the SF Bay area and surrounding area for the
last 19 years. We specialize in investment management and hands-on financial
planning using a customized approach for high net worth individuals. We are currently seeking a dedicated team
player who is familiar with the investment management, all areas of the
financial planning process with an emphasis on tax, and is enthusiastic about
helping people strive for financial independence. Our Wealth Manager position requires a
goal-oriented, self-motivated, logical, curious, passionate, and professional
person.
Position
Overview
This is a professional
position that will be expected to free up the firm owner by taking over some of
their client relationships immediately. You will be expected to perform all
aspects of a Wealth Manager for high net worth clients. Thorough computer skills are essential with a
particularly strong understanding of Microsoft Excel, Advicent and Junxure
which are vital to success in this position. Many of your projects require
conclusions documented in client letters and internal memos; as such, your
writing skills must be excellent. The
owner is available to provide mentoring and big picture direction and you must
have the ability to utilize critical thinking skills and work independently to
figure out things for yourself. The new hire must conform to existing culture
and systems and be technology oriented.
Initial Key Areas of
Responsibilities:
·
Become primary advisor for many of the firms existing client
relationships immediately or shortly thereafter providing advice in all areas
of a multidisciplinary financial planning business to high net worth clientele.· Work with the financial planning software Advicent to prepare plans and retirement projections and present to clients.
· Work with the Schwab and Fidelity asset management platforms and client relationship management software Junxure.
· Use BNA software to prepare tax projections and tax returns.
· Be a resource for and assist in the management of Associate Wealth Managers.
Key Qualifications:
·
CFP®
certification with 5-7 years of experience in working with clients delivering
financial planning, including producing and presenting the financial plans.· Adhere to 100% passive investment philosophy and fee-only comprehensive planning approach
· Degree from a 4 year accredited University in finance, financial planning, accounting, or economics, etc.
· Strong verbal and written communication skills.
· Strong persuasive and interpersonal skills.
· Ability to identify, meet and follow through with client’s needs and requirements.
· Strong attention to detail.
· Able to perform multiple tasks efficiently.
· Technologist type background and highly proficient software user .
Benefits:
·
Competitive salary with performance based pay program and career track
available · Company provided health insurance
· Educational reimbursement (continued education, conference attendance, training budget, etc.)
· Paid professional dues
· Mentorship and Learning Opportunities
· Professional growth opportunities
To apply for this position please submit
information to candidate@newplannerrecruiting.com or
www.newplannerrecruiting.com
No comments:
Post a Comment