Wealth Manager

Job SummarySeeking 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.

Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap.
Key ResponsibilitiesServe 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.
QualificationsBachelor’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. xzbcwsv Orion Advisor Technology experience preferred.
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