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Wealth Manager

Employer
Campbell Wealth Management
Location
Alexandria, Virginia
Salary
$110k - $300k dependent upon experience
Closing date
Jul 26, 2022

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Job Role
Wealth Management
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred
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Position Summary:

Campbell Wealth Management, a registered investment advisory firm in Alexandria, VA, is in search of a Wealth Manager to support an assigned group of clients.  The Wealth Manager is responsible for running client review meetings, updating/presenting financial plans, and articulating the firm’s investment philosophy. The Wealth Manager will be the lead relationship manager for clients and be responsible for providing clients with a trusted advisor experience.  The ideal candidate has strong knowledge of financial planning and portfolio management and lives to take care of his/her clients.  This is not a sales role – candidates do not need to have an existing book of business.  Campbell Wealth differentiates itself by offering extraordinary service to its clients – and the Wealth Manager’s ultimate objective is to deliver an extraordinary client experience.

 

Responsibilities include:

  • Develop and maintain relationships with clients, centers of influence, and prospects 
  • Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for a set of HNW clients 
  • Provide sound recommendations to clients in support of their goals and investment objectives 
  • Maintain strong knowledge in the areas of financial planning, asset allocation, investment strategies, and account administration 
  • Deliver a delightful client experience at all times – our measurement is “Wow” 
  • Participate in client meetings when appropriate 
  • Grow and develop an existing client base through client and COI referrals 
  • Coach and mentor other members of the wealth management team as appropriate 
  • Maintain clear communication with clients relative to a minimum level of service and ongoing service expectations 
  • Proactively identify issues and/or opportunities in the service of the client 

 

Requirements:

  • Impeccable integrity 
  • A positive attitude 
  • 5+ years of wealth experience managing a HNW client base 
  • CFP® designation preferred 
  • Must have either Series 7 and Series 66 OR Series 63/65 
  • Strong demonstrated quantitative and analytical abilities 
  • Superior communication skills 
  • Strong public speaking skills 
  • Excellent judgment 
  • Proficiency in Microsoft Office (Outlook, Word, PowerPoint and Excel)

Benefits:

  • 5 weeks of PTO annually Medical, Dental, and Vision Insurance Long Term and Short Term Disability Employer paid Life and AD&D insurance with the option to purchase additional coverage 401(k) with company match Bonus Plan Educational Reimbursement plan to include Tuition Reimbursement and Continuing Education/Designation Renewals

… and more!

 

 

 

About Us:

At Campbell Wealth Management, we recognize that most people will only get one chance to get it right.  Our primary objective is to help our clients achieve their “Why” – and we’ve learned that our clients’ Why is not about money – it is about the dreams, goals, safety, and security that proper planning and advice can deliver both before and after retirement.  Through our client first, service-oriented process, we assist our clients in achieving their goals while helping protect against the challenges that can get in the way.  We specialize in helping our clients navigate difficult life transitions including retirement, a second career, divorce, and even death, including investment, tax, education, insurance, and estate planning advice.  Our ultimate objective, in every interaction, is to make you say, “Wow!” 

 

 

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