Job Description
As a Senior Wealth Manager in an RIA, you will oversee established book of ultra-high net worth clients. You will utilize your experience with alternative investments and private placements to offer sophisticated solutions tailored to each client's needs. Supported by a skilled financial analysis team, you will conduct comprehensive Financial Planning Reviews and provide consistent, year-round guidance to assist clients in achieving their long-term objectives.
Key Responsibilities:
- Take full ownership of client relationships, including preparing meeting agendas, managing client correspondence, and ensuring all tasks are completed.
- Manage an existing book of business that is within the practice.
- Collaborate with business development to conduct prospective client meetings, present the firm's value proposition, and secure new business (no self-sourcing required).
- Implement financial plans and investment strategies.
- Participate in weekly Wealth Management prep meetings and bi-weekly department meetings.
- Analyze financial data using financial planning software and present findings.
- Provide empathetic financial guidance, understanding the emotional aspects of financial decision-making.
Qualifications:
- Bachelor's degree in Finance, Business, Accounting, or Financial Planning required.
- Master's or graduate degree strongly preferred (e.g., Master’s in Finance, CPA, CAIA, MBA).
- CFP is preferred or candidacy
- Series 65, or 66
- Experience working with UHNW clients and helping them with advanced planning and tax strategies.
- Minimum of five years of experience in the financial services industry.
- Currently possess or are pursuing a Series 65 securities license (must obtain within 90 days of employment).
- Strong technical and interpersonal skills.
- Collaborative mindset with the ability to contribute effectively within a team environment.
Benefits:
- Employer-paid health, dental, and vision insurance for individuals.
About Us: Madison Professional Group (MPG) is a third-party recruiting firm and an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.
Job Tags