Wealth Manager

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 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 firm’s 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: Bachelor’s degree in Finance, Business, Accounting, or Financial Planning required Master’s 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 Must be willing to relocate to Houston, TX #J-18808-Ljbffr Murray Resources - Best Staffing Agency