• Wealth Manager

    Job Locations US-Carnegie
    Posted Date 2 months ago(9/14/2018 3:05 PM)
    Job ID
    # of Openings
  • Overview

    Our client is hiring a Wealth Manager. This position will counsel clients on investment opportunities in alignment with the their needs, goals and tolerance for risk.  This position is under the direct supervision of the Regional Offices Managing Director. The Wealth Manager will work directly with clients to provide enduring control over their finances to deliver real and lasting comfort within their entire financial life. This position requires a pro-active approach and the ability to independently carry out the duties of the position. 


    Client Development:

    • Advice delivery process including Money Mind®, Honest Conversations® and the 6 Step Process.
    • Successfully lead clients through the Money Mind® and Honest Conversations® process resulting in gathering significant and pertinent data as it relates to the clients entire financial life with the support of an assigned Relationship Manager.
    • Act as the primary Adviser for and manage an assigned client base of firms lower tier clients with the direct oversight of the Regional Offices Managing Director.
    • Actively participate in case design and meeting preparation in Adviser capacity for assigned client base.
    • Advise clients in the areas of investment, tax retirement, education, insurance and estate planning, working closely with the Managing Director, Relationship Manager and Director of Operations to support overall planning needs as well as company objectives.

    Client Relationship Management:

    • Support Managing Director with existing client base, as directed or needed.
    • Develops and manages relationships with assigned client base ensuring all clients have a consistent and positive experience.
    • Act as the primary point of contact for all assigned clients, working with applicable members of the team to ensure a timely response to all client questions and concerns.


    • Minimum of 3 years working as a Relationship Manager with at least 2 years in a Senior RM role and/or 2+ years of working as a Wealth Advisor, Financial Adviser or Financial/Business Consultant.
    • Registered as an Investment Advisory Representative (IAR).


    • Bachelor's degree in Business, Finance, Accounting and/or Economics or equivalent experience.


    • Must have either Series 7 and Series 66 OR Series 65.
    • Certified Financial Planner or Charted Financial Analyst designation is highly desired.


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