Financial Services Manager

3 days ago


Cherry Hill, New Jersey, United States Alloy Silverstein Full time
Job Overview

The ideal candidate will be a results-driven Wealth Manager responsible for providing personalized financial planning and investment services to clients.

The role requires a strong understanding of financial markets, excellent communication skills, and the ability to work effectively in a fast-paced environment.

Estimated Salary: $70,000 - $90,000 per year

Job Responsibilities
  • Manage client relationships and provide tailored financial solutions
  • Analyze data to make informed investment recommendations
  • Prepare comprehensive financial plans and reports
  • Maintain accurate records and ensure compliance with regulatory requirements
  • Collaborate with the Director of Financial Services to achieve business objectives
  • Stay up-to-date on industry trends and best practices
Requirements
  • Bachelor's degree in Accounting, Finance, or related field
  • 7+ years of experience in financial services or wealth management
  • FINRA series 6 and/or series 7, FINRA Series 63 and 65 or 66, and insurance license
  • Excellent communication and interpersonal skills
  • Ability to multitask and prioritize tasks effectively


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