Wealth Advisory Manager

Responsibilities

• Work with Advisor to assess client’s overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy.
• Oversee and support the team in pre-client-meeting preparation and post-client-meeting processing.
• Prepare customized proposals for clients and prospective clients.
• Assist in the development of complex and highly customized financial portfolios.
• Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations.
• Partner with Advisor to develop asset allocations to meet clients’ risk profile and time horizon.
• Monitor and follow up with all action items from client meetings.
• Calendar and confirm client meetings for Wealth Advisors.
• Maintain knowledge of key financial, investment and risk management concepts.
• Co‑manage and provide leadership within the team.

• 3-5 years in client-facing advisory roles.
• Concentrations in wealth management, financial, estate planning, and/or tax related work.
• CFP preferred, or CFP education completed and able to obtain credentials within 6 months of joining the firm.
• Other credentials a plus.
• 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field.
• Strong knowledge of finance and capital markets required.
• Technical proficiency in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis.
• Demonstrated experience working with Money Guide Pro or eMoney, Orion and Salesforce (similar systems).
• Expert in Microsoft Excel and PowerPoint.
• Passion for financial planning and growth.
• Strong ability to multi-task, manage various client requests and effectively prioritize.
• Unquestioned commitment to integrity in personal and professional activities.
• Strong verbal and written communication skills.
• Demonstrated ability to work effectively in a team environment with the ability to take initiative and work independently while proactively keeping stakeholders in the loop.
• Confidence to work directly with leaders and high-net worth clients.

• CFP
• CFP education