Executive Wealth Manager

1 week ago


Media, Pennsylvania, United States Members Wealth LLC Full time

We are seeking an Executive Wealth Manager to join our team at Members' Wealth LLC. As a key member of our organization, you will be responsible for providing exceptional client service and building long-term relationships with clients, prospects, and referral sources.

**Job Summary:**

The Executive Wealth Manager will work closely with clients to understand their financial goals and develop customized wealth management strategies to achieve those objectives. You will be responsible for identifying new business opportunities, acquiring new assets, and growing existing client relationships.

**Key Responsibilities:**

* Develop and implement comprehensive wealth management plans for high net worth individuals and families*

* Build and maintain strong relationships with clients, prospects, and referral sources through regular communication and ongoing education*

* Identify new business opportunities and acquire new assets through referrals, networking, and other means*

* Collaborate with internal teams to provide seamless support to clients and ensure consistent delivery of services*

* Stay up-to-date on industry trends, market conditions, and regulatory changes to provide expert advice to clients*

**Requirements:**

* 5+ years of experience in wealth management, with a focus on relationship management and business development*

* Series 65 license required; unlicensed candidates must obtain the license within 90 days of employment*

* Bachelor's degree required; CFP, CPA, JD, MBA, or CFA preferred*

* Strong business acumen, with ability to analyze complex financial data and develop strategic plans*

* Excellent communication and interpersonal skills, with ability to build strong relationships with clients and colleagues*

**What We Offer:**

* Competitive compensation package, including salary and bonuses*

* Opportunities for professional growth and development, with training and support provided by experienced colleagues*

* Collaborative and dynamic work environment, with a focus on teamwork and open communication*

* Comprehensive benefits package, including health insurance, retirement plan, and paid time off*

Estimated annual salary: $120,000 - $200,000.



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