Senior Wealth Manager
5 days ago
LHH is seeking a Senior Wealth Manager to join their team in Albuquerque, NM. As a key member of the financial services team, you will be responsible for delivering comprehensive financial planning and investment management services to high-net-worth clients.
Key Responsibilities:- Provide personalized wealth management advice and financial planning services to high-net-worth clients
- Develop and implement customized financial strategies, including retirement planning, investment management, tax planning, and estate planning
- Manage client relationships, ensuring regular communication and excellent service
- Conduct portfolio reviews and provide ongoing investment recommendations based on market trends and client needs
- Collaborate with internal teams to ensure a comprehensive approach to each client's financial needs
- Stay up to date on financial markets, industry trends, and regulatory changes
- Ensure compliance with all relevant legal and regulatory requirements
- Bachelor's degree in Finance, Accounting, or related field (Master's degree or CFP designation preferred)
- 7+ years of experience in wealth management, financial planning, or investment management
- Proven track record of managing high-net-worth client relationships
- Strong understanding of investment strategies, retirement planning, tax planning, and estate planning
- Excellent communication and interpersonal skills, with the ability to build trust with clients
- Ability to work independently in a remote setting while collaborating with internal teams
- Proficiency in financial planning software and tools (e.g., Wealthfront, eMoney, etc.)
- Competitive salary and bonus structure
- Full benefits package including medical, dental, and vision
- 401(k) with employer match
- Generous paid time off and holiday schedule
- Professional development and certification support
- A collaborative and supportive company culture
- Fully remote work environment
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Senior Wealth Manager
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Senior Wealth Manager
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