We are seeking a highly motivated, detail oriented and experienced Senior Wealth Manager to join our team in San Diego. The candidate will work closely with our Wealth Managers and Advisors in a team-based setting and will be a critical element of our Firm’s growth initiative. The Senior Wealth Manager is expected to make a direct impact to the business by designing customized personal financial solutions for new and existing clients. You will meet with high net worth clients on a regular basis to cultivate existing client relationships.
Our firm offers a competitive salary, as well as a comprehensive benefits package and profit-sharing plan. The chosen candidate will be required to successfully complete a full background/credit check at the offer stage.
Job Responsibilities:
- Owning and driving the financial planning process, which includes designing, analyzing, and presenting customized plans tailored to each client’s facts and circumstances.
- Identifying issues and planning opportunities for review and discussion with clients and clients’ advisers. Areas of emphasis to include retirement planning with financial goals analysis, social security, executive equity compensation, estate planning, education planning, tax issues, and insurance planning needs.
- Delivering plans to clients and their advisers in a clear and understandable manner. Responsibilities will include meeting preparation, financial plan construction, direct client contact, meeting follow-up and client service.
- Coaching and counseling Wealth Managers on financial planning strategies via formal training or as part of client relationship reviews.
- Becoming a subject matter expert, staying current on planning issues, and communicating updates to staff.
- Assisting with development and presentation of training programs for internal staff.
- Impacting the future strategy of the Firm’s service model.
Qualifications and Requirements:
- CERTIFIED FINANCIAL PLANNER (CFP®) designation required.
- 5+ years of financial planning or wealth planning experience.
- Bachelor’s degree (MBA a plus).
- Solid understanding of personal tax issues
- Familiarity with eMoney and portfolio accounting systems.
- Professional, personable, tactful, efficient, and self-motivated.
- Strong interpersonal skills and sense of teamwork valued.
- Strong organizational skills, multitasking, accuracy, service-minded, and attention to detail required.
- Entrepreneurial-minded approach to business; small/midsize company experience preferred.
- Strong written and verbal communications skills.