Assistant Vice President, Wealth Management

Assistant Vice President, Wealth ManagementR.M. Davis is a leading provider of wealth management and investment advisory services to clients in more than forty states and five countries. The firm has approximately $8 billion in assets under management, and seventy employees across offices in Portland, ME and Portsmouth, NH. We are dedicated to delivering exceptional client service while maintaining a modern, secure, and resilient technology environment.The Assistant Vice President, Wealth Management is a key contributor and trusted resource for clients, Client Advisors, and Client Relationship Associates. This role supports a wide range of wealth management services, with a strong emphasis on tax planning, financial planning, and client service.Key Responsibilities:Lead monthly client work meetings with Client Advisors and Client Relationship Associates. Attend meetings with clients, as requested by AdvisorsDevelop internal presentations and materials on financial planning, tax, and risk management topics. Participate in educational presentations in client forums and with third partiesProvide support to annual Medicare open enrollment processServe as a resource and counsel for clients on basic tax-related questions and inquiriesParticipate in meetings with clients' accountants and trust & estate attorneys to identify tax and financial planning opportunitiesContribute to the creation of client content, including newsletters on timely tax topicsSupport clients and Advisors with tax-planning strategies (i.e., Roth conversions), executive compensation, stock option planning, business succession planning, and real estate tax considerationsAssist with maintaining the Wealth Management resource library, departmental templates, email inbox, and SharePoint contentDocument, save and organize all materials related to client(s) correspondenceQualifications:Bachelor's degree in Business Administration, Finance, or a related field5 - 7 years of experience in the wealth management or accounting/tax industryCPA designation preferredWillingness to obtain the CFP designation within two years of hireInterest in developing expertise in tax planning, insurance analysis, Social Security, Medicare, retirement planning, annuities, charitable giving, and education planningStrong interpersonal, written and verbal communication skills. Prior client-facing experience preferredFamiliarity with financial planning concepts and software programs, such as MoneyGuide ProCompensation: $90,000-$140,000 annually. The actual starting salary will be determined based on experience, qualifications, skills, and other relevant factors.Benefits: Competitive compensation and bonus opportunity, 401(k) with employer contribution, 100% company-paid health insurance, generous paid time off, parental leave, education reimbursement, disability insurance, and a collaborative office culture.