Wealth Manager

Job Summary

Seeking a Wealth Planner to support financial advisors in servicing high-net-worth clients and managing comprehensive financial planning. This client-facing role focuses on maintaining existing client relationships, preparing financial plans, and delivering personalized wealth management solutions.

Key Responsibilities

• Serve as the day-to-day contact for client needs and inquiries.
• Prepare client meeting agendas, paperwork, asset allocations, and financial analyses.
• Develop, revise, and present comprehensive financial plans.
• Prepare financial projections, cash flow analyses, estate tax calculations, and income tax strategies.
• Support investment proposals, portfolio reviews, tax-loss harvesting, and portfolio optimization.
• Coordinate with accountants, estate attorneys, and other outside advisors.
• Monitor clients’ financial situations and follow up on meeting deliverables.
• Collaborate with financial advisors and portfolio managers to maintain client relationships.
• Support advisory team planning and firm strategic initiatives.

Qualifications

• Bachelor’s degree required.
• 3–5 years of financial services experience.
• Experience in high-net-worth private client tax accounting, financial planning, or trust and estates.
• Series 65 license or equivalent within 120 days of employment.
• CFP designation in good standing or currently pursuing preferred.
• Knowledge of financial products, planning concepts, CRM systems, and custodial websites.
• Strong communication, teamwork, organization, and analytical skills.
• Ability to prioritize tasks and manage multiple responsibilities.
• Clean U-4 and regulatory record.
• Orion Advisor Technology experience preferred.