Sr. Wealth Manager

1 week ago


Roanoke, United States STANSBERRY ASSET MANAGEMENT, LLC Full time
Job DescriptionJob Description

JOB SUMMARY

Stansberry Asset Management is a boutique wealth management firm specializing in providing personalized financial planning and advisory services to high-net-worth individuals and families. As a Wealth Manager, your role involves understanding clients' financial goals, developing personalized strategies, and providing comprehensive guidance to help them achieve long-term financial success.

RESPONSIBILITIES

- Conduct thorough financial assessments for clients, analyzing income, expenses, assets, and liabilities.

- Collaborate with clients to establish clear financial goals and objectives.

- Develop customized financial plans that encompass investment management, possible tax concerns and/or savings, estate planning, and risk management.

- Act as a subject matter expert, offering guidance and expertise to less senior team members when faced with complicated financial planning situations.

- Provide strategic recommendations aligned with clients' financial aspirations.

- Offer expert advice on investment opportunities and design investment portfolios tailored to clients' risk tolerance and financial objectives.

- Develop tax-efficient strategies to minimize liabilities and enhance overall financial outcomes.

- Identify estate planning needs, including wills and trusts, directing clients to the appropriate professional(s) where needed.

- Assess potential risks associated with clients' financial situations and recommend risk mitigation strategies, including insurance solutions.

- Build and maintain strong relationships with clients through effective communication and understanding of their evolving needs.

- Provide ongoing guidance and support, adapting financial plans as necessary.

- Ensure compliance with relevant financial regulations and ethical standards.

- Stay informed about industry trends, regulations, and best practices.

- Pursue professional development opportunities to enhance expertise.

QUALIFICATIONS

  • Bachelor’s degree in finance, business, or a related field; advanced degrees and industry certifications (e.g., CFP, CFA) is required.
  • 7 to 10 years or more of relevant experience in wealth management, financial planning, or a related field.
  • Proven experience managing complex client portfolios and maintaining high-net-worth client relationships.
  • Strong knowledge of financial planning principles, investment strategies, tax regulations, and estate planning.
  • Excellent communication and interpersonal skills.
  • Ability to build trust and rapport with high-net-worth clients.
  • Detail-oriented with strong analytical and problem-solving skills.



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