Wealth Manager
Wealth Manager
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Salary Not Disclosed
1 Vacancy
Job Description
What Youll Own:
Wealth Management Be the Financial Right Hand to Your Clients
- Maintain client relationships you have transitioned to the firm as well as new accounts assigned directly to you. Ensure financial planning portfolio management investment strategy and cash management needs are met for accounts assigned to you by following the Presidio Proven Process.
- Meet at preset frequencies with clients dealing with financial investment and other concerns. Prepare and present Analysis document meeting notes prepare and forward post meeting recap to appropriate parties.
- Leverage systems process and software tools to effectively support the client relationship. Identify and implement opportunities to leverage AI automation and other tools to minimize manual and recurring efforts.
- Team with Sr Wealth Managers in joint case work doing ad-hoc and advanced analysis on larger client accounts. Prepare financial plans and component analysis for new clients to the firm. Assist in the preparation analysis delivery and execution of comprehensive financial plans including retirement planning estate planning tax strategies cash flow analysis and risk management.
- Participate in market development / new client activities to help bring ideal clients to the firm.
- Own and update key client data including Opportunities (AUM & FP) AUM Trade Cases in Salesforce.
- Manage client agreements financial planning documents and essential paperwork with laser-like precision.
- Assist with trading & portfolio management (Series 65 required) and account monitoring.
What You Bring to the Table:
- Proven ability to secure and transition client relationships through delivering value and advice.
- Unparalleled attention to detail-you catch the mistakes before they happen.
- Strong communication skills-you can clearly and concisely interact with clients and advisors.
- Tech-savvy mindset-you know your way around Microsoft 365 Salesforce Orion eMoney Holistiplan and the Schwab Platform (or can learn fast).
- Ability to adapt quickly in a high-performance environment-youre not here to punch a clock; youre here to make an impact.
- Drive to continually improve processes-if you see inefficiencies you fix them.
- A deep passion for value-added client service-your goal is to make their experience nothing short of exceptional.
Employment Type
Full-time
