Work with us.

We are always looking for client-focused, problem-solving and dare-we-say brilliant folks to add to the team. 


Wealth Manager

DUTIES & RESPONSIBILITIES

  • Be the primary trusted advisor for clients and help them brainstorm and problems solve a wide variety of issues (for example: evaluate job opportunities, compensation plans, new home vs. remodel, etc.)
  • Engage with clients to understand their life experience, their current situation, their aspirations, goals and develop strategies to help them get there
  • Facilitate conversations among spouses, family members, and outside professionals
  • Develop various scenarios or paths to success and discuss the pros/cons/risks of each path with clients
  • Prepare for client meetings and provide detailed follow up
  • Gather client information and create or update planning projections
  • Perform various analysis and modeling (for example: education funding, stock options, insurance needs, etc.) and document and communicate recommendations
  • Assist clients with the implementation of recommendations, working with CPAs, attorneys, or other professionals as needed
  • Help develop tools and templates to assist with the efficient delivery of our service offering
  • Contribute to a professional and energetic working environment

Qualifications

  • 5+ years financial services industry experience and college degree
  • Ideal candidate will have their CFP or be enrolled in a CFP program
  • Good problem solving and technical skills and keen attention to detail
  • Personable, responsive, engaging, and a client first attitude
  • Mature, self-starter, willing to take complete ownership of areas of responsibility
  • Ability to work independently and take direction from multiple parties
  • Strong analytical skills and computer skills including advanced proficiency with Excel and Word

DUTIES & RESPONSIBILITIES

  • Manage all client account and custodial operations including new account paperwork and set up, account transfers, cashiering, general account maintenance, daily deposits and withdrawals, custodian alerts and cost basis reconciliation

  • Serve as main point of contact for custodians, sub advisors, 529 vendors and charitable giving for all account opening, cashiering and client service needs

  • Deliver exceptional client service and serve as liaison between advisors, Associate Wealth Managers (AWMs) and clients

  • Update CRM with action items and notes so we always have a complete client record

  • Maintain all data in portfolio accounting and reporting systems (Portfolio Center & Tamarac Advisor View) including new account set up, security classification, billing groups and client portal set up

  • Lead the quarterly billing and performance reporting process

  • Reconcile daily trades and file trade blotters

  • Serve as backup to Administrative Assistant/Office Manager as needed

  • Provide support on special projects as needed

  • Contribute to a professional and energetic working environment

QUALIFICATIONS

  • Personable, responsive, engaging
  • Client-first attitude
  • Highly organized with keen ability to prioritize and multi-task
  • Attention to detail and good problem solving skills
  • Excellent verbal and written communication skills
  • Mature, self-starter, willing to take complete ownership of areas of responsibility from start to finish
  • Ability to work independently and take direction from multiple parties simultaneously
  • Strong computer skills including high degree of proficiency with Word, Excel, and Outlook
  • Experience with Schwab and/or Fidelity custodial platforms is highly desirable
  • Strong aptitude to learn and effectively utilize new software
  • 4 Year College degree required
  • 2 years work experience required, financial services industry desired

Client Service Associate


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