Financial Solutions Consultant

2 weeks ago


Baton Rouge, Louisiana, United States LourdMurray Full time

The Wealth Manager plays a crucial role within our wealth solutions team. Collaborating closely with Wealth Advisors and Senior Wealth Managers, the Wealth Manager is responsible for significantly enhancing clients' financial situations by devising customized financial strategies tailored to their unique circumstances. As an essential partner both internally and externally, the Wealth Manager identifies planning challenges and opportunities, relaying them to senior team members.

Our dedication to offering employees exceptional growth and development opportunities, combined with your ambition for career success, will equip you with the experience and knowledge necessary to excel in this position.

COMPENSATION: $65,000 - $100,000 annually, plus discretionary annual bonus.

KEY RESPONSIBILITIES:

  • Consult and coordinate the delivery of comprehensive wealth management strategies for clients and/or their advisors.
  • Contribute directly to client meeting preparations, the development of financial plans, and follow-up communications.
  • Work collaboratively with internal departments to ensure smooth execution of plan designs, including onboarding, implementation, and account maintenance.
  • Support the client services team as needed.
  • Engage in special projects as assigned.

SKILLS AND EXPERIENCE:

  • Minimum of 3 years of relevant industry experience in wealth management or financial planning for high-net-worth clients.
  • Exceptional interpersonal skills, capable of effective communication with executives, affluent individuals, and family office clients.
  • Strong organizational abilities, adept at multitasking without compromising accuracy or quality.
  • Familiarity with eMoney or similar portfolio management systems.
  • Proficient in Microsoft Office, CRM (Salesforce), and other task management tools.

QUALIFICATIONS:

  • CERTIFIED FINANCIAL PLANNER (CFP) designation or progress towards completion.
  • Bachelor's degree (MBA preferred).
  • General understanding of personal tax matters.
  • Detail-oriented, accountable to deadlines and client needs.
  • Entrepreneurial mindset: a self-starter thriving in a fast-paced, dynamic environment.

ABOUT LOURDMURRAY:

Established in 2006, LourdMurray is a boutique, fee-only wealth management firm dedicated to addressing the intricate needs of business leaders, artists, entertainers, athletes, and other extraordinary individuals and their families. Our extensive experience with such accomplished clients equips us with a profound understanding of the unique financial challenges they encounter. We strive to simplify their lives by empowering them to make informed and confident financial decisions, allowing them to focus on their core pursuits.



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