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Wealth Manager

Employer
Boardwalk Financial Strategies LLC
Location
Delafield, Wisconsin
Salary
Up to $90,000 + bonus + 4% 401(k) match
Closing date
Dec 28, 2022

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Job Role
Wealth Management
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required
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Description

The Wealth Manager will provide detailed advisory services and support to clients. They may also establish new client relationships and take over primary servicing of existing clients.

Responsibilities & Activities

  • Delivers financial plans to clients
  • Develops client presentations and meeting materials
  • Services client needs and requirements as determined through client interaction
  • Proactively communicates with clients
  • Promotes established investment models and strategies that are suitable for targeted clients  Participates in required meetings, training, and continuing education requirements  Assists in business development projects to promote the growth of Boardwalk Financial Strategies
  • Must be willing to travel to Chicago area for client meetings (including occasional evenings)
  • Develops new client relationships

Industry Experience Requirements

  • Three to eight years of financial planning and/or investment advisory experience, especially working with high-net-worth clients  
  • 2 years 1040 tax preparation ideal – Enrolled Agent (EA) credential a plus
  • Certified Financial Planner (CFP®)

Knowledge, Skills, & Abilities

  • Exceptional verbal, written, presentation, and interpersonal communication skills
  • Excellent business development and relationship management skills
  • Proactive nature and an extraordinary client service orientation
  • Excellent organizational and time management skills
  • Proficiency with Microsoft Office suite, especially Excel
  • Bachelor's degree or higher CFP®
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