Senior Wealth Manager

2 months ago


Albuquerque, United States LHH Full time

LHH is searching on behalf of a growing financial services client in Albuquerque, NM looking to add a Senior Wealth Manager to their team. In this role, you will be responsible for delivering comprehensive financial planning and investment management services to high-net-worth clients. You will play a key role in building and maintaining client relationships, developing tailored financial strategies, and helping clients achieve their financial goals. The ideal candidate has strong experience in wealth management, a passion for client service, and the ability to work both independently and collaboratively.


Key Responsibilities:

  • Provide personalized wealth management advice and financial planning services to high-net-worth clients
  • Develop and implement customized financial strategies, including retirement planning, investment management, tax planning, and estate planning
  • Manage client relationships, ensuring regular communication and excellent service
  • Conduct portfolio reviews and provide ongoing investment recommendations based on market trends and client needs
  • Collaborate with internal teams to ensure a comprehensive approach to each client’s financial needs
  • Stay up to date on financial markets, industry trends, and regulatory changes
  • Ensure compliance with all relevant legal and regulatory requirements


Qualifications:

  • Bachelor's degree in Finance, Accounting, or related field (Master's degree or CFP designation preferred)
  • 7+ years of experience in wealth management, financial planning, or investment management
  • Proven track record of managing high-net-worth client relationships
  • Strong understanding of investment strategies, retirement planning, tax planning, and estate planning
  • Excellent communication and interpersonal skills, with the ability to build trust with clients
  • Ability to work independently in a remote setting while collaborating with internal teams
  • Proficiency in financial planning software and tools (e.g., Wealthfront, eMoney, etc.)


What's Offered:

  • Competitive salary and bonus structure
  • Full benefits package including medical, dental, and vision
  • 401(k) with employer match
  • Generous paid time off and holiday schedule
  • Professional development and certification support
  • A collaborative and supportive company culture
  • Fully remote work environment


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