Project Manager leading and implementing client projects in corporate settings while working closely with teams. Ensuring project success through planning, communication, and execution.
About the role
- Wealth Advisory Manager delivering comprehensive wealth management solutions and client support. Collaborating with advisors to create personalized financial plans and management strategies.
Responsibilities
- Work with Advisor to assess client’s overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy.
- Oversee and support the team in pre-client-meeting preparation and post-client-meeting processing.
- Prepare customized proposals for clients and prospective clients.
- Assists in the development of complex and highly customized financial portfolios.
- Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations.
- Partner with Advisor to develop asset allocations to meet clients’ risk profile and time horizon.
- Monitor and follow up with all action items from client meetings.
- Calendar and confirm client meetings for Wealth Advisors.
- Knowledge of key financial, investment and risk management concepts.
- Co-manage and provide leadership within the team.
Requirements
- 3-5 + years in client facing advisory roles.
- Concentrations in wealth management, financial, estate planning, and/or tax related work.
- CFP® preferred, or CFP education completed and able to obtain credentials within 6 months of joining the firm.
- Other credentials a plus.
- 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field.
- Strong knowledge of finance and capital markets required.
- Technical proficiency in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis.
- Demonstrated experience working with MoneyGuide Pro or eMoney, Orion and Salesforce (similar systems).
- Expert in Microsoft Excel and PowerPoint.
Benefits
- Medical / Dental / Vision / Life / Disability Insurance - 100% company-paid for employees and 75% company paid for spouses and dependents
- High-deductible plan option with health savings account.
- Employee assistance program.
- Wellness allowance – $75 monthly.
- Bereavement leave – 3 days paid for immediate family member or pet.
- 401k with 3% match.
- Commuter benefits.
- Parental bonding leave – up to 100% of salary for 12 weeks.
- Donation match – up to $500 annually.
- Vacation PTO.
- Birthday PTO.
- Learning and Development stipend – up to $1000 annually.
- Volunteer PTO – 1 day per quarter.
- Monthly cell phone allowance – $75 monthly.
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