Wealth Management Specialist
3 weeks ago
LourdMurray is seeking a skilled Wealth Manager to join our team of experienced professionals. As a vital member of our wealth solutions team, you will work closely with our Wealth Advisors and Senior Wealth Managers to create tailored financial solutions for our clients.
Key Responsibilities:
- Consult and coordinate on the delivery of comprehensive wealth management strategies to clients and/or their advisers.
- Contribute to client meeting preparation, development of financial plans, and meeting follow-up communications efforts.
- Collaborate with internal departments to provide seamless execution of plan designs, including onboarding, implementation, and general account maintenance.
- Support the client services team and participate in special projects as assigned.
Requirements:
- 3+ years of related industry experience in wealth management, financial planning for high-net-worth clients.
- Strong interpersonal skills, with the ability to communicate effectively with executives, wealthy individuals, and family office-type clients.
- Strong organizational skills, with the ability to multi-task without sacrificing accuracy or quality.
- Familiarity with eMoney or similar portfolio accounting systems.
- Proficiency in Microsoft Office, CRM (Salesforce), and other task management applications.
Preferred Qualifications:
- CERTIFIED FINANCIAL PLANNER (CFP) designation or progress towards completion.
- Bachelor's degree (MBA is a plus).
- A general understanding of personal tax issues.
- Thorough, attentive to details, and accountable to deadlines and clients.
- Entrepreneurial-minded, with a self-starter attitude and ability to excel in a fast-paced, dynamic environment.
About LourdMurray:
LourdMurray is a boutique, fee-only wealth manager specializing in serving the complex needs of business leaders, artists, entertainers, athletes, and other extraordinary individuals and their families. Our deep experience working with such accomplished people gives us an intimate understanding of the unusual financial challenges they face. We provide simplicity for their lives by helping them make more informed, confident, financial decisions so they can continue to focus on what they do best.
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