Wealth Advisor

Exciting opportunity to join our established Maner Wealth practice as an experienced Wealth Advisor!

The Wealth Advisor will be responsible for all areas of the financial planning process, investment management and managing client relationships.

• Servicing and advising existing clients providing comprehensive planning advice and investment recommendations
• Work with our software (e.g., Wealthbox, eMoney, Schwab) to manage client relationships and provide financial advice
• Independently manage client relationships including regular client contact in-person, via phone, as well as electronically

• At least 1 year experience directly working with families on personal financial planning
• Bachelor’s Degree from an accredited University
• Series 65 License required
  
  Experience with eMoney or other financial planning software
• Ability to build deep relationships and trust with clients, team members, and COI’s
• Thorough computer skills a must including Microsoft Office Suite
• Excellent verbal and written communication skills a must
• Knowledge of, and experience with, DC and DB plans is strongly preferred
• Strong interpersonal skills and a compelling aptitude to provide advice
• Ability to think critically, identify, meet and follow through with recommendations for clients
• Strong attention to detail and highly organized
• Ability to work independently and perform multiple tasks efficiently
• Competitive compensation package
• Generous Paid Time Off policy
• Medical, Dental and Vision Insurance available