Senior Wealth Management Professional
7 days ago
Salary: $110,000 - $140,000 per year (dependent on experience) in Spartanburg, SC.
About the OpportunityWe are a reputable Independent RIA firm seeking an experienced and skilled professional to fill a client-facing role. This is a full-time position in Spartanburg, South Carolina.
Responsibilities- Main point of contact for a subset of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
- Serve as a liaison between leadership, client service teams, and clients to ensure the execution of advisory, estate planning, governance, organization, and service needs.
- Collaborate with clients and their third-party professionals to discuss planning and reporting, including budgeting and investment management implications.
- Work closely with portfolio managers and their teams to review transaction details, valuations, and financial statements.
- Develop and present client-facing and internal guidance memoranda related to day-to-day investment transactions and planning.
- Certified Financial Planner (CFP) / Chartered Financial Analyst (CFA)
- A minimum of 3 years of experience in the wealth industry
- Team-oriented mentality and excellent communication skills
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