Wealth Manager
job description – Wealth Manager
| Purpose:
The Associate Financial Planner is responsible for providing financial planning and investment management services in support of the lead advisor(s). The Wealth Manager may act as a primary relationship manager under the direction of the lead advisor. Also responsible for account trading and rebalancing when necessary. |
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| Financial Planning, Trading and Support:
Financial Planning/Client Review o Obtain information necessary to develop a financial plan o Analyze and organize client data o Review client financial statements, tax returns, estate planning documents, beneficiaries and all other necessary documentation o Prepare documents, reports, agenda and To-Do’s in preparation for annual client reviews. o Follow-up with lead advisor on planning details and implementation o Prepare and review updated financial plans annually and as requested; provide financial planning support o Research planning and investment ideas o Build financial plan scenarios, alternative options, and written observations & recommendations, for presentation to client on behalf of advisors Account trading and rebalancing o Enter trades as needed and provide quality control measures while screening trades o Recommend trades to lead advisor resulting from client deposits and withdrawals o Strong interest and desire to research and stay up to date on market trends and news Compose and generate correspondence and client documents, including spreadsheets and reports Creates monthly reports for clients and lead advisors – Morningstar top holdings reports, cost basis analysis, and capital gains Review, update, and maintain beneficiary forms during every review Provide support and act as backup to client service associates and operations staff when needed Follow-up on financial planning tasks Oversee special and routine investment/portfolio or planning research project, as requested |
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| Knowledge, Skills, Education and Experience: | |
| Proficiency with Word, Excel, PowerPoint, Outlook, CRM and financial planning software
Advanced knowledge of financial planning and investment management terms Strong analytical and planning capabilities Detail-oriented with a high degree of accuracy Strong fact-finding and follow-through skills Ability to apply judgment to problem-solve Excellent interpersonal, organizational, and communication skills Excellent communication and listening skills Works well under pressure Ability to work independently and establish priorities Ability to project a professional image of her/himself and the Firm to clients by the way in which she/he conducts himself and the quality of the work produced Client-first attitude Team player, collaborative, able to work with and through others Series 7 (Required) Minimum of 2 years financial planning or investment advisory experience CFP certification is preferred |
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Salary with opportunity for bonus
Paid holidays and vacations
Contact: Lindsey Arventos via lindsey@brpgrenier.com