Estate Planning Advisor

3 days ago


Cherry Hill, New Jersey, United States Alloy Silverstein Full time

Alloy Silverstein is a premier regional accounting and financial services firm seeking a highly skilled and motivated individual to fill the role of 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 Opportunity

This 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.

Main 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

Essential Requirements:

  • Excellent business communication skills with emphasis on a positive customer service experience
  • Ability to multi-task in a fast-paced environment while balancing and prioritizing daily responsibilities
  • Thorough and detail-oriented
  • Strong computer skills


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