Wealth Management Specialist

2 days ago


Cherry Hill, New Jersey, United States Alloy Silverstein Full time
About the Role

We are seeking a skilled Wealth Manager to join our team and contribute to the growth and success of our clients.

The successful candidate will have a strong background in financial planning, excellent analytical skills, and the ability to communicate complex financial concepts to clients.

Estimated Salary: $80,000 - $100,000 per year

Key Responsibilities
  1. Develop and implement personalized financial plans for clients
  2. Provide ongoing support and guidance to clients
  3. Collaborate with cross-functional teams to achieve business objectives
  4. Stay up-to-date on industry trends and best practices
  5. Ensure compliance with regulatory requirements
Qualifications
  • College degree in Accounting, Finance, or related field
  • Minimum 7 years of experience in financial services or wealth management
  • Prior experience with Avantax and SEI a plus
  • Strong computer skills, including proficiency in Microsoft Office Suite and Redtail CRM


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