Senior Wealth Management Professional

2 weeks ago


Roanoke, Texas, United States STANSBERRY ASSET MANAGEMENT, LLC Full time
Job Overview

At Stansberry Asset Management, LLC, we are committed to providing exceptional wealth management services to our high-net-worth clients. As a Wealth Manager, you will play a critical role in helping our clients achieve their long-term financial goals.

Key Responsibilities

Conduct thorough financial assessments for clients, analyzing income, expenses, assets, and liabilities to develop personalized financial plans.

Collaborate with clients to establish clear financial goals and objectives, and provide strategic recommendations aligned with their financial aspirations.

Develop customized financial plans that encompass investment management, tax planning, estate planning, and risk management to help clients minimize liabilities and enhance overall financial outcomes.

Act as a subject matter expert, offering guidance and expertise to less senior team members when faced with complicated financial planning situations.

Build and maintain strong relationships with clients through effective communication and understanding of their evolving needs.

Requirements
  • Bachelor's degree in finance, business, or a related field; and industry certification - Series 65 required.
  • Must have a CFP or in progress of obtaining your CFP.
  • 7 to 10 years or more of relevant experience in wealth management, financial planning, or a related field.
  • 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.
  • Ability to build trust and rapport with high-net-worth clients.
  • Detail-oriented with strong analytical and problem-solving skills.


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