Senior Wealth Manager

Our client is a rapidly growing, fee-only RIA devoted to providing their clients with comprehensive financial planning and tax accounting. With a concentration on dentists & dental specialists, they offer a suite of integrated financial solutions including investment management, cash flow and retirement planning, personal and business bookkeeping, tax preparation, and student loan planning.

They are searching for a Senior Wealth Manager to maintain client relationships in a first-chair capacity, create and update financial plans, and implement planning recommendations. This requires a desire for in-depth financial planning, interest in tax planning, and a willingness to learn more about the dental profession. There is no business development requirement.

Key Responsibilities

• Be the main point of contact for assigned clients and maintain excellent client service & communication.

• Lead all client meetings in a first-chair capacity.

• Review and finalize meeting preparation drafted by dedicated Associate Wealth Managers.

• Create and update Financial Plans using eMoney Advisor.

• Rebalance and execute trades in client portfolios in line with firm portfolio models and client Investment Policy Statements.

• Prepare or review individual and business tax returns for clients, as needed.

• Oversee new client onboarding.

• Mentor your supporting Associate Wealth Managers on technical knowledge, soft skills, and planning strategies.

• Become an expert in tax planning, student loan planning, and career planning for dentists

Requirements

• Bachelors Degree in Finance, Financial Planning, Accounting, or a related field.

• 3+ Years of Financial Planning and/or Tax Experience.

• CFP® Designation. Tax designations like EA or CPA is a plus.

• Technology doesn't daunt you - we use a LOT of technology.

• Detail oriented. We create very detailed financial plans.

• Time management. Our advisors need to be able to track and prioritize many tasks on a day-to-day basis.

• Reliability. Take ownership of client needs and proactively manage client requests.

• Strong organizational skills.

• Strong leadership skills.

Compensation & Benefits

• Salary plus bonus position (commensurate with experience).

• 401(k) with 3% Employer Contribution

• Employer-Subsidized Health, Vision, Dental insurance.

• Employer-Paid Long-Term Disability & Life Insurance

• Paid Holiday and Vacation Policy

• Continuing Education and Conference Allowance