Wealth Management Professional

2 weeks ago

Oklahoma City, Oklahoma, United States HoganTaylor Full time
Job Summary

We are seeking a highly skilled Wealth Manager to join our team at HoganTaylor LLP's subsidiary HT Wealth. As a lead relationship manager, you will work closely with clients to provide expert investment and financial planning advice.

Key Responsibilities
  • Develop and maintain a strong book of business by building relationships with clients and identifying their financial goals and objectives.
  • Utilize various software programs to input data, generate reports, and provide clients with personalized investment recommendations.
  • Collaborate with internal and external professionals to ensure clients receive the best possible service.
  • Prepare and conduct client portfolio review meetings to discuss investment strategies and provide guidance on financial planning.
  • Support Partners and other Managers in transitioning client responsibilities and ensuring seamless service delivery.
  • Continuously network and grow the book of business by connecting clients with helpful services and allied professionals.
  • Stay up-to-date with industry developments and maintain an in-depth knowledge of the firm's products and allocation policies.
  • Develop and maintain a strong personal network through community involvement and professional development.
  • Contribute to the effective management of the firm by meeting internal administration requirements and adhering to quality control and compliance standards.
  • Support junior advisors by supervising, training, and mentoring staff as assigned.
Qualifications
  • Active Series 65 exam or equivalent.
  • Professional designation of CFP strongly preferred.
  • Bachelor's degree in Finance or other business-related field.
  • 3+ years of experience working with clients in an investment advisory capacity.
  • 3+ years of experience engaged in some/all aspects of the financial planning process with diverse clientele.
  • Working knowledge of Microsoft Office products, including Word, Excel, Office, and PowerPoint.
  • Excellent verbal, written, and nonverbal communication skills.
  • Excellent analytical, presentation, interpersonal, and relationship management skills.
  • Demonstrated ability to deliver prudent advice and instill clients', prospects', and professionals' trust and confidence.
  • Strong organizational skills with a disciplined and organized approach in work and self-management.
  • Strong understanding of financial services industry and investment advisory regulations.
  • Strong understanding of many aspects of Wealth Management, including mutual funds, money manager programs, insurance, annuities, estate planning, etc.
Physical Demands

The employee will regularly be required to sit, stand, reach, walk, drive, kneel, crouch, crawl, and lift and/or move up to 25 lbs.

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