Wealth Management Consultant
3 days ago
Are you looking for a challenging and rewarding career opportunity in financial services? Alloy Silverstein is a respected regional accounting and financial services firm seeking a full-time Wealth Manager for our Cherry Hill, NJ office location.
We offer a competitive salary range of $80,000 - $110,000 per year, based on experience.
About the Job DescriptionThis role will be focused on the financial planning and wealth management services side of the firm. The Wealth Manager will initially work alongside the Director of Financial Services to manage daily client interactions, participate in meetings, provide financial planning, investment and insurance solutions for clients and prospective clients, and coordinate this activity with our CPA partners.
Responsibilities:
- Managing the client experience by greeting clients with both verbal communication and written correspondence
- Analyzing data for client meetings, investment and insurance recommendations
- Preparing financial plans to meet client needs and goals
- Maintaining comprehensive and accurate records, documentation, and reports to assure full compliance as required by board standards and our broker dealer
- Updating CRM and logging of all of the Wealth Manager's client interaction
- Making recommendations for new client accounts
- Reviewing insurance applications that are initiated by your Administrative Assistants, as well as other relevant information in connection with account opening
- Keeping current on various licensing and Compliance requirements, including continuing education required by our broker-dealer
- Attending weekly status and strategy meetings to address planning of priorities
- Working alongside Marketing to plan mail/email newsletters and client marketing materials
Qualifications:
- College degree, preferably in Accounting and/or Finance
- 7+ years of industry experience
- Prior background/experience in Avantax and SEI a plus
- FINRA series 6 and/or series 7, FINRA Series 63 and 65 or 66, and insurance license
- CFP designation preferred, but can obtain after starting
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