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via LinkedIn
posted_at: 16 days agoschedule_type: Full-time
Company Description
Dominion Wealth Management, LLC is a comprehensive wealth management firm located in Wilmington, North Carolina. We provide holistic tax and financial planning solutions to wealthy individuals and families in their 30's-50's, as well as pre-retirees and retirees. Our team of professionals, each with specialties in tax, investment, and estate planning, work together to provide... unbiased advice that is tailored to our clients'
Company Description
Dominion Wealth Management, LLC is a comprehensive wealth management firm located in Wilmington, North Carolina. We provide holistic tax and financial planning solutions to wealthy individuals and families in their 30's-50's, as well as pre-retirees and retirees. Our team of professionals, each with specialties in tax, investment, and estate planning, work together to provide... unbiased advice that is tailored to our clients' unique needs. At Dominion Wealth Management, we believe in using cutting-edge technology to better serve our clients and help a new generation with their financial goals.
Role Description
This is a full-time on-site role for a Financial Advisor. The Financial Advisor will be responsible for providing financial planning services, including retirement planning and investment management, to clients. The Financial Advisor will also provide financial advisory services, working closely with clients to understand their financial needs and goals, and develop plans to help them achieve those goals.
Qualifications
• Financial Planning and Finance skills
• Retirement Planning and Investments skills
• Experience in Financial Advisory
• Excellent communication and interpersonal skills
• Bachelor's degree in Finance, Economics, or related field
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is a plus
• Experience with financial planning software, such as eMoney, is a plus
• Strong understanding of tax laws and regulations
• Series 65/66 License Show more details...
Dominion Wealth Management, LLC is a comprehensive wealth management firm located in Wilmington, North Carolina. We provide holistic tax and financial planning solutions to wealthy individuals and families in their 30's-50's, as well as pre-retirees and retirees. Our team of professionals, each with specialties in tax, investment, and estate planning, work together to provide... unbiased advice that is tailored to our clients' unique needs. At Dominion Wealth Management, we believe in using cutting-edge technology to better serve our clients and help a new generation with their financial goals.
Role Description
This is a full-time on-site role for a Financial Advisor. The Financial Advisor will be responsible for providing financial planning services, including retirement planning and investment management, to clients. The Financial Advisor will also provide financial advisory services, working closely with clients to understand their financial needs and goals, and develop plans to help them achieve those goals.
Qualifications
• Financial Planning and Finance skills
• Retirement Planning and Investments skills
• Experience in Financial Advisory
• Excellent communication and interpersonal skills
• Bachelor's degree in Finance, Economics, or related field
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is a plus
• Experience with financial planning software, such as eMoney, is a plus
• Strong understanding of tax laws and regulations
• Series 65/66 License Show more details...
via Jooble
posted_at: 14 days agoschedule_type: Full-time
CLIENT SUMMARY
Wealth With No Regrets is a Retirement Lifestyle and Wealth Planning Firm that guides financially successful executives, professionals, independent women, and business owners and their families to discover and live out their picture of a confident lifestyle and better future. They do this through remarkable experiences that engage the heart as well as meet the scrutiny of reason... and helping overcome the biggest obstacles and challenges
CLIENT SUMMARY
Wealth With No Regrets is a Retirement Lifestyle and Wealth Planning Firm that guides financially successful executives, professionals, independent women, and business owners and their families to discover and live out their picture of a confident lifestyle and better future. They do this through remarkable experiences that engage the heart as well as meet the scrutiny of reason... and helping overcome the biggest obstacles and challenges holding them back and unlocking the rewarding opportunities for their future. Which together allows them to move toward a better future with increasing levels of confidence and peace of mind so that they can make a difference in their lives, in their family, and with the causes that matter to them.
They conduct their business with the highest level of integrity, honesty and transparency with their clients, employees, vendors and strategic partners. As a team, they lead from the Core Values of Faith, Integrity, Serve, Generosity, Growth, Gratitude, Celebrate, Simple, Service, Challenges, Responsibility and Small Stuff.
COMPANY BACKGROUND
Boomfish Wealth Group, LLC, and DBA Wealth With No Regrets® is an independent investment management firm that provides financial and retirement planning, wealth management, tax strategies, protection and legacy planning, and fiduciary services to high-net-worth business owners, executives, professionals and independent women who have accumulated $1 million or more in savings. We are a Registered Investment Advisor (RIA) overseeing more than $250 million in assets.
POSITION OBJECTIVE
The Advanced Financial Planner (AFP) will play a strategic role in the core planning work of the firm. This role requires someone to:
•Think through various financial planning and tax strategies and techniques
•Pay attention to detail
•Evaluate and adjust appropriate assumptions based on each unique situation •Accurately use planning software and tax software
•Have an understanding of the implication of taxes on financial plans
•Move with ease through Excel models and formulas
•Have strong math skills
As the AFP, you will analyze and evaluate existing financial situations and plans for prospects and create scenarios and financial plans for clients with input from financial advisors of Wealth With No Regrets®. This includes gathering client documents, entering data and information into financial planning and tax software and spreadsheets; and collaborating with the Wealth With No Regrets® financial advisors about the plan, planning strategies and techniques, and preparing what needs to be demonstrated for the prospect or client.
You will increase the capacity the advisory team has for meeting with prospects and clients in a timely manner so that they can have the information needed in order to make a decision and move forward in the Wealth With No Regrets® process.
In this role, you will collaborate with Advisors and Client Relationship Teams to gather from the financial statements and client necessary information that is needed to evaluate a current plan and build a new plan. The Advanced Financial Planner will not need to be client and prospect interacting.
POSITION KEY RESPONSIBILITIES
Information Gathering and Analysis:
•Interpret client financial statements to pull from them the relevant information needed for evaluating current issues and opportunities.
•Build a spreadsheet of all the financial holdings so they can be evaluated for risk, allocation and more.
•Calculate fees, costs, and expenses of investments in current plan.
•Enter relevant client data into the financial planning software and evaluate and compare scenarios.
•Assess current tax liabilities of current investment and retirement holdings.
•Build client-friendly income charts and retirement cash flows.
•Input investment performance and financial product results into financial plan models.
•Create a comparison of investment asset performance.
•Review analysis, documents, and reports with advisory team.
Plan Design:
•Contribute to planning sessions by presenting advisory team the findings, reports, analysis, and drafts of plans for discussion and refinement.
•Finalize financial plans in the planning software under the guidance of an Advisor
•Ensure analysis and plan presentation materials have appropriate disclosures and meet compliance rules.
•Ensure the accuracy of data and language within planning documents by utilizing internal checklists and templates when applicable.
•Assemble needed supporting materials of financial products and investments are being utilized for the presentation to prospects and clients.
Presentation Materials:
•Ensure excellence, timeliness, accuracy, consistency, and relevance of planning and analysis materials to be presented to prospects and clients.
Knowledge of Planning Strategies & Techniques:
•Develop and grow financial planning knowledge base by attending internal training sessions, reading industry publications and trainings as well as acquiring planning certifications.
Compliance:
•Remain in compliance with the firm's policies and procedures as required by the Securities and Exchange Commission and other regulatory authorities, which include things like making sure no misleading statements or materials are presented.
SKILLS & EXPERIENCE NEEDED
•Bachelor's degree in an area such as Finance, Accounting, Business, Economics, or a related field.
•1+ year of relevant experience in a financial services environment minimum, required.
•Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook) Excel and expertise in creating formulas and building spreadsheets is very important.
•Have an internal drive to take initiative and find solutions.
•Have a desire and ability to learn and grow in financial planning.
•Attention to detail and accuracy of data entry and planning and presented materials.
•Possess written language skills with very few grammatical mistakes.
•Have strong verbal communication and a comfort level communicating with individuals at all levels of the organization.
•Ability to manage multiple concurrent objectives, projects, or activities, making effective judgments as to prioritizing and time management.
•Proven analytical and problem-solving skills for thinking through a planning situation for the opportunities, dangers, and relationship between taxes, inveI sting and distributions.
•Demonstrated ability to take direction, work collaboratively within a team structure and with advisors.
Ideally, you'd have:
• Minimum of 1 year of relevant experience in the Financial Services Industry.
•Certified Public Account (CPA) designation.
•If a CPA, then obtaining CPA/PFS designation within two years; and if not, then obtaining a Certified Financial Planner (CFP) designation within two years is encouraged. -Covered by WWNR
•Exposure or experience into Wealthy & Wise or eMoney or similar financial planning software.
•Exposure or experience in Redtail CRM system.
•Exposure or experience in tax estimating software such as Holistiplan Show more details...
Wealth With No Regrets is a Retirement Lifestyle and Wealth Planning Firm that guides financially successful executives, professionals, independent women, and business owners and their families to discover and live out their picture of a confident lifestyle and better future. They do this through remarkable experiences that engage the heart as well as meet the scrutiny of reason... and helping overcome the biggest obstacles and challenges holding them back and unlocking the rewarding opportunities for their future. Which together allows them to move toward a better future with increasing levels of confidence and peace of mind so that they can make a difference in their lives, in their family, and with the causes that matter to them.
They conduct their business with the highest level of integrity, honesty and transparency with their clients, employees, vendors and strategic partners. As a team, they lead from the Core Values of Faith, Integrity, Serve, Generosity, Growth, Gratitude, Celebrate, Simple, Service, Challenges, Responsibility and Small Stuff.
COMPANY BACKGROUND
Boomfish Wealth Group, LLC, and DBA Wealth With No Regrets® is an independent investment management firm that provides financial and retirement planning, wealth management, tax strategies, protection and legacy planning, and fiduciary services to high-net-worth business owners, executives, professionals and independent women who have accumulated $1 million or more in savings. We are a Registered Investment Advisor (RIA) overseeing more than $250 million in assets.
POSITION OBJECTIVE
The Advanced Financial Planner (AFP) will play a strategic role in the core planning work of the firm. This role requires someone to:
•Think through various financial planning and tax strategies and techniques
•Pay attention to detail
•Evaluate and adjust appropriate assumptions based on each unique situation •Accurately use planning software and tax software
•Have an understanding of the implication of taxes on financial plans
•Move with ease through Excel models and formulas
•Have strong math skills
As the AFP, you will analyze and evaluate existing financial situations and plans for prospects and create scenarios and financial plans for clients with input from financial advisors of Wealth With No Regrets®. This includes gathering client documents, entering data and information into financial planning and tax software and spreadsheets; and collaborating with the Wealth With No Regrets® financial advisors about the plan, planning strategies and techniques, and preparing what needs to be demonstrated for the prospect or client.
You will increase the capacity the advisory team has for meeting with prospects and clients in a timely manner so that they can have the information needed in order to make a decision and move forward in the Wealth With No Regrets® process.
In this role, you will collaborate with Advisors and Client Relationship Teams to gather from the financial statements and client necessary information that is needed to evaluate a current plan and build a new plan. The Advanced Financial Planner will not need to be client and prospect interacting.
POSITION KEY RESPONSIBILITIES
Information Gathering and Analysis:
•Interpret client financial statements to pull from them the relevant information needed for evaluating current issues and opportunities.
•Build a spreadsheet of all the financial holdings so they can be evaluated for risk, allocation and more.
•Calculate fees, costs, and expenses of investments in current plan.
•Enter relevant client data into the financial planning software and evaluate and compare scenarios.
•Assess current tax liabilities of current investment and retirement holdings.
•Build client-friendly income charts and retirement cash flows.
•Input investment performance and financial product results into financial plan models.
•Create a comparison of investment asset performance.
•Review analysis, documents, and reports with advisory team.
Plan Design:
•Contribute to planning sessions by presenting advisory team the findings, reports, analysis, and drafts of plans for discussion and refinement.
•Finalize financial plans in the planning software under the guidance of an Advisor
•Ensure analysis and plan presentation materials have appropriate disclosures and meet compliance rules.
•Ensure the accuracy of data and language within planning documents by utilizing internal checklists and templates when applicable.
•Assemble needed supporting materials of financial products and investments are being utilized for the presentation to prospects and clients.
Presentation Materials:
•Ensure excellence, timeliness, accuracy, consistency, and relevance of planning and analysis materials to be presented to prospects and clients.
Knowledge of Planning Strategies & Techniques:
•Develop and grow financial planning knowledge base by attending internal training sessions, reading industry publications and trainings as well as acquiring planning certifications.
Compliance:
•Remain in compliance with the firm's policies and procedures as required by the Securities and Exchange Commission and other regulatory authorities, which include things like making sure no misleading statements or materials are presented.
SKILLS & EXPERIENCE NEEDED
•Bachelor's degree in an area such as Finance, Accounting, Business, Economics, or a related field.
•1+ year of relevant experience in a financial services environment minimum, required.
•Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook) Excel and expertise in creating formulas and building spreadsheets is very important.
•Have an internal drive to take initiative and find solutions.
•Have a desire and ability to learn and grow in financial planning.
•Attention to detail and accuracy of data entry and planning and presented materials.
•Possess written language skills with very few grammatical mistakes.
•Have strong verbal communication and a comfort level communicating with individuals at all levels of the organization.
•Ability to manage multiple concurrent objectives, projects, or activities, making effective judgments as to prioritizing and time management.
•Proven analytical and problem-solving skills for thinking through a planning situation for the opportunities, dangers, and relationship between taxes, inveI sting and distributions.
•Demonstrated ability to take direction, work collaboratively within a team structure and with advisors.
Ideally, you'd have:
• Minimum of 1 year of relevant experience in the Financial Services Industry.
•Certified Public Account (CPA) designation.
•If a CPA, then obtaining CPA/PFS designation within two years; and if not, then obtaining a Certified Financial Planner (CFP) designation within two years is encouraged. -Covered by WWNR
•Exposure or experience into Wealthy & Wise or eMoney or similar financial planning software.
•Exposure or experience in Redtail CRM system.
•Exposure or experience in tax estimating software such as Holistiplan Show more details...
via BeBee
posted_at: 2 days agoschedule_type: Full-timesalary: 80K–120K a year
At Edelman Financial Engines, we believe everyone deserves to move their financial life forward
We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and... dedication for clients and colleagues alike.
Founded
At Edelman Financial Engines, we believe everyone deserves to move their financial life forward
We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and... dedication for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We're moving forward, together. If our passionate dedication encourages you, we invite you to consider joining our team.
As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients.
We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you
Responsibilities:
• Serve the client's best interests, providing outstanding financial advice guidance
• Effectively evaluate client situations and analyze their needs
• Develop and present a compelling set of recommendations
• Adept at building positive relationships with clients
• Skilled at influencing clients to improve their financial well-being
Requirements:
• Direct client-facing experience in a fee-based wealth management or planning role
• Results driven approach with a consistent track record to form relationships
• Desire for role with base salary, performance-based compensation and growing earnings potential
• Must possess an active Series 65 or will be required to obtain it within the first three months of employment
• Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
• A Clean U-4
• A Certified Financial Planner (CFP) or other certification is desired but not required
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $85,000- $115,000 However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, proven experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's1. with 145+ offices2 across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3
Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit
2023 Edelman Financial Engines, LLC. Edelman Financial Engines is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See for patent information. AM
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].
1 The Barron's 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.
2 Edelman Financial Engines data, as of Dec. 31, 2022.
3 Edelman Financial Engines data, as of Sep. 30, 2023 Show more details...
We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and... dedication for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We're moving forward, together. If our passionate dedication encourages you, we invite you to consider joining our team.
As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients.
We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you
Responsibilities:
• Serve the client's best interests, providing outstanding financial advice guidance
• Effectively evaluate client situations and analyze their needs
• Develop and present a compelling set of recommendations
• Adept at building positive relationships with clients
• Skilled at influencing clients to improve their financial well-being
Requirements:
• Direct client-facing experience in a fee-based wealth management or planning role
• Results driven approach with a consistent track record to form relationships
• Desire for role with base salary, performance-based compensation and growing earnings potential
• Must possess an active Series 65 or will be required to obtain it within the first three months of employment
• Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
• A Clean U-4
• A Certified Financial Planner (CFP) or other certification is desired but not required
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $85,000- $115,000 However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, proven experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's1. with 145+ offices2 across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3
Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit
2023 Edelman Financial Engines, LLC. Edelman Financial Engines is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See for patent information. AM
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].
1 The Barron's 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.
2 Edelman Financial Engines data, as of Dec. 31, 2022.
3 Edelman Financial Engines data, as of Sep. 30, 2023 Show more details...
via BeBee
posted_at: 3 days agoschedule_type: Full-timesalary: 100K–200K a year
The Senior Wealth Manager is a vital collaborative role within our wealth solutions team. Working closely with our Wealth Advisors, the Senior Wealth Manager will be tasked with meaningfully impacting clients' financial standing by creating tailored financial solutions with special consideration towards cash flow, overall net worth, estate plans, charitable planning, and tax planning based upon... their distinctive facts and circumstances. The successful
The Senior Wealth Manager is a vital collaborative role within our wealth solutions team. Working closely with our Wealth Advisors, the Senior Wealth Manager will be tasked with meaningfully impacting clients' financial standing by creating tailored financial solutions with special consideration towards cash flow, overall net worth, estate plans, charitable planning, and tax planning based upon... their distinctive facts and circumstances. The successful candidate will join an established wealth management and financial planning team providing independent advice and customized service to clients.
This is currently a hybrid role. The selected colleague will work at our Los Angeles office four days per week with the remainder worked remotely. Our hybrid model is being evaluated by management and is subject to change.
Our commitment to providing employees with the best opportunities for growth and development, paired with your drive for career achievement, will provide you with the necessary experience and knowledge to succeed in this role.
COMPENSATION
$135,000 - $175,000 annually, + discretionary annual bonus
RESPONSIBILITIES
• Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy.
• Provides clients a high level of consultative financial advice by utilizing the full breadth of internal and external resources for our affluent / high-end private client needs.
• Conducts regular client reviews in conjunction with the assigned Wealth Advisor.
• Generates specific action plans for clients relative to the specific recommendations made within their financial plan.
• Serves as mentor for the Wealth Managers on financial planning strategies through regular training or as part of client relationship reviews.
• Becoming a subject matter expert, staying current on planning issues, and communicating updates to internal staff.
• Assisting with development and presentation of training programs for internal staff.
• Impacting the future strategy of the Firm's service model.
• Provides support to the client services team.
• Special projects as assigned.
SKILLS/EXPERIENCE
• 5+ years of related industry experience: wealth management, financial planning for high-net-worth clients.
• Strong interpersonal skills: the ability to communicate effectively with executives, wealthy individuals, and family office-type clients.
• Strong organizational skills: the ability to multi-task without sacrificing accuracy or quality.
QUALIFICATIONS
• CERTIFIED FINANCIAL PLANNER (CFP) designation required.
• Bachelor's degree (MBA is a plus).
• A fundamental understanding of personal tax issues.
• Familiarity with eMoney or similar portfolio accounting systems.
• Thorough, attentive to the details, and accountable to deadlines and clients.
• Entrepreneurial-minded: a self-starter who excels in a fast-paced, dynamic environment.
ABOUT LOURDMURRAY
Founded in 2006, LourdMurray is a boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, artists, entertainers, athletes, and other extraordinary individuals and their families. Our deep experience working with such accomplished people gives us an intimate understanding of the unusual financial challenges they face. We provide simplicity for their lives by helping them make more informed, confident, financial decisions so they can continue to focus on what they do best Show more details...
This is currently a hybrid role. The selected colleague will work at our Los Angeles office four days per week with the remainder worked remotely. Our hybrid model is being evaluated by management and is subject to change.
Our commitment to providing employees with the best opportunities for growth and development, paired with your drive for career achievement, will provide you with the necessary experience and knowledge to succeed in this role.
COMPENSATION
$135,000 - $175,000 annually, + discretionary annual bonus
RESPONSIBILITIES
• Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy.
• Provides clients a high level of consultative financial advice by utilizing the full breadth of internal and external resources for our affluent / high-end private client needs.
• Conducts regular client reviews in conjunction with the assigned Wealth Advisor.
• Generates specific action plans for clients relative to the specific recommendations made within their financial plan.
• Serves as mentor for the Wealth Managers on financial planning strategies through regular training or as part of client relationship reviews.
• Becoming a subject matter expert, staying current on planning issues, and communicating updates to internal staff.
• Assisting with development and presentation of training programs for internal staff.
• Impacting the future strategy of the Firm's service model.
• Provides support to the client services team.
• Special projects as assigned.
SKILLS/EXPERIENCE
• 5+ years of related industry experience: wealth management, financial planning for high-net-worth clients.
• Strong interpersonal skills: the ability to communicate effectively with executives, wealthy individuals, and family office-type clients.
• Strong organizational skills: the ability to multi-task without sacrificing accuracy or quality.
QUALIFICATIONS
• CERTIFIED FINANCIAL PLANNER (CFP) designation required.
• Bachelor's degree (MBA is a plus).
• A fundamental understanding of personal tax issues.
• Familiarity with eMoney or similar portfolio accounting systems.
• Thorough, attentive to the details, and accountable to deadlines and clients.
• Entrepreneurial-minded: a self-starter who excels in a fast-paced, dynamic environment.
ABOUT LOURDMURRAY
Founded in 2006, LourdMurray is a boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, artists, entertainers, athletes, and other extraordinary individuals and their families. Our deep experience working with such accomplished people gives us an intimate understanding of the unusual financial challenges they face. We provide simplicity for their lives by helping them make more informed, confident, financial decisions so they can continue to focus on what they do best Show more details...
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