Wealth Manager
Core
Lead advisor and primary relationship lead for client households, delivering comprehensive wealth management advice and overseeing the financial planning process.
Role type
Senior client-facing wealth manager
Builds
Personalized wealth management solutions and financial planning engagements
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
client relationship management, financial planning, investment management, retirement planning, tax planning, estate planning, risk management, business development, networking, mentoring
Preferred skills
CFP® designation, CFA®, CPA, CIMA®, eMoney proficiency, leadership experience
Technologies
financial planning software, CRM systems, eMoney
Responsibilities
Serve as lead advisor and primary point of contact for assigned client relationships; Conduct annual review meetings and client meetings; Take ownership of client follow-up activities and implementation efforts; Partner with advisory teams to ensure timely and accurate planning deliverables; Serve as a mentor and resource for Financial Advisors; Develop and execute a personal business development strategy; Build and maintain a network of Centers of Influence (COIs); Actively pursue new client acquisition opportunities; Develop expertise within a networking focus area; Attract, onboard, and retain new client relationships.
Seniority
Senior, hands-on IC with mentorship responsibilities
