An award-winning wealth management firm is looking for a Wealth Manager responsible for preparing and implementing client financial strategies, plans, and analysis. Lead prospective client meetings set by business development, gather data, deepen relationships, present firms value offering and close new business.
Numbers & Facts
Location
Houston, TX
Salary
$120,000–$150,000 Per Year
Description
An award-winning wealth management firm is looking for a Wealth Manager responsible for preparing and implementing client financial strategies, plans, and analysis. The ideal candidate possesses strong technical and interpersonal skills, along with extensive knowledge in financial analysis.
Salary + Additional Benefits:
$120,000-$150,000, plus quarterly bonuses based on company and personal performance
Hybrid work schedule
80% paid health insurance premiums
Total Compensation range with bonus $180,000-$ 230,000
401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure
Location: Houston, TX Type of Position: Direct Hire
Responsibilities:
Lead the management of client cases, taking full ownership and responsibility for all client contact, including review of meeting agendas, client correspondence, and quarterbacking all tasks to completion
Lead client meetings, present plans and investment performance, debrief and assign appropriate actions to team
Lead prospective client meetings set by business development, gather data, deepen relationships, present firms value offering and close new business
Prepare comprehensive financial plans, reports and client presentations
Oversee the preparation of materials from other team members in advance of client meetings
Input data, analyze, and present output from financial planning software
Understand the emotional aspects of finances and counsel clients appropriately
Implement financial plans and investment strategies
Respond directly to client communications and requests
Attend weekly Wealth Management prep meetings and bi-weekly Department meetings
Be involved in firm Thought Leadership which may include content creation, writing articles and webinar presentations targeted toward niche clientele.
Requirements:
Bachelors degree in Finance, Business, Accounting, or Financial Planning required
Masters or Graduate degree preferred (Masters in Finance, JD, MBA)
Five or more years working experience in similar role
Have attained CFP, CFA, or CPA designation
Currently possess or pursuing the Series 65 securities licenses
Strong technical and interpersonal skills
Confident, poised, and professional in appearance
Ability to take on creative challenges and manage workload on tight deadlines
Ability to collaborate and contribute to a team environment