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Wealth Manager

Employer
Seaside Wealth Management
Location
Carlsbad, California
Salary
Salaried plus benefits
Closing date
Oct 28, 2021

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Preferred

The Wealth Manager is responsible for the ongoing management of existing client relationships and the retention of clients. The Wealth Manager is the firm’s main point of contact with a select group of clients. The position has responsibility for managing client relationships and formulating and implementing advice.


Duties & Responsibilities.
• Provide objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs.
• Client relationship development and management, including ongoing and regular client contact and communications.
• Client meeting preparation: review all required paperwork prior to meetings.
• Client service, including planning updates, portfolio changes and reviews, returns and new opportunity identification.
• Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, portfolio, and management.)
• Collaborate with client’s other professionals i.e., attorney’s and CPA’s
• Maintains accurate notes and records regarding client matters in the CRM.
• Rigorously adhere to and follows firm processes and systems around review meetings and client relationship management
• Keep client team members adequately informed on all active and pending client matters.
• Cross-sell firm services and deepen existing client relationships.
• Attend client and prospect events.
• Create original educations content for monthly marketing newsletters

Qualifications
• Bachelor’s degree preferably in business, accounting, finance, economics or related experience.
• 5+ years of experience in investment management and/or financial advisory services with demonstrated ability to develop and manage plans and manage client relationships.
• CFP designation (required)
• Proficiency in Microsoft Office; experience with various financial planning, CRM, portfolio management and document management software.

Other Skills & Experience
• Has a deep understanding of RIA channel and independent financial advice delivery channel.
• Financial planning/wealth management acumen, judgment and experience.
• Continuously exhibits personal integrity and professional initiative.
• Reliable, follows through on commitments, does not shrink from new challenges.
• Possesses a passion to help new and existing clients.
• Must be organized, detail-oriented and able to manage and prioritize tasks.
• Demonstrates a commitment to accuracy by delivering high quality work.
• Excellent written and verbal communication.
• Collaborative and able to work effectively with others.
• Flexible team player who is highly adaptable to change and open to new ideas.
• Demonstrated ability to work successfully in an entrepreneurial, small company environment.
• Uphold firm’s purpose, vision and values.

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