Our Client is an independently owned and operated fee-only financial advisory firm that provides retirement transitional planning and personalized financial and investment management advice. The Client has $90M of assets under management under 68 accounts and is run solely by its owner, with no other employees.
The Wealth Manager will be responsible for providing comprehensive financial planning and investment management services to individuals and families, many being high net worth. He/She will also be responsible for client relationship management and will be expected to help build the practice by sourcing new business. The owner is looking to bring on a wealth manager that will learn and potentially share a portion of the business upon the owner’s retirement.
The ideal candidate will have a strong background in finance, exceptional consultative communication skills, a proven track record of building and maintaining client relationships and be social media savvy and up to date.
