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Senior Wealth Management Professional
2 months ago
At Stansberry Asset Management, LLC, we are seeking a highly skilled and experienced Wealth Manager to join our team of financial experts. As a key member of our organization, you will be responsible for providing personalized financial planning and advisory services to our high-net-worth clients.
Key Responsibilities:
- Conduct Comprehensive Financial Assessments: Analyze clients' income, expenses, assets, and liabilities to develop a deep understanding of their financial situations.
- Collaborate with Clients: Work closely with clients to establish clear financial goals and objectives, and develop customized financial plans that meet their unique needs.
- Develop and Implement Financial Strategies: Create and execute comprehensive financial plans that encompass investment management, tax planning, estate planning, and risk management.
- Provide Expert Guidance: Serve as a subject matter expert, offering guidance and expertise to less senior team members when faced with complex financial planning situations.
- Build and Maintain Client Relationships: Foster strong relationships with clients through effective communication and a deep understanding of their evolving needs.
- Stay Up-to-Date with Industry Trends: Stay informed about industry trends, regulations, and best practices to ensure compliance and provide the highest level of service to clients.
Requirements:
- Education: Bachelor's degree in finance, business, or a related field; advanced degrees and industry certifications (e.g., CFP, CFA) is required.
- Experience: 7 to 10 years or more of relevant experience in wealth management, financial planning, or a related field.
- Skills: 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.
