Wealth Manager

Founded in 2000, RZH Advisors is an independent, partner-owned wealth management firm located in Stamford, CT, registered with the SEC. Specializing in comprehensive wealth management, the firm serves high-net-worth individuals and multi-generational families navigating complex financial situations. RZH Advisors focuses on personalized solutions, including financial planning, investment management, tax strategies, risk management, and wealth preservation, catering to clients such as families in transition, individuals managing trust assets, and retiring executives. Known for its objective and tailored approach, RZH Advisors is committed to helping clients feel secure, confident, and prepared for their financial futures. Role Description We are seeking a full-time Wealth Manager to join our on-site team in Stamford, CT. The Associate Advisor will work with the partners and financial advisors in servicing existing and potential clients. This is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with the partners and financial advisors to maintain and enhance client relationships through active participation in the financial planning and investment process. You will be expected to assist with various tasks including portfolio reviews and preparing financial projections using our proprietary financial planning software. You must have the ability to utilize critical thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates will be detail-oriented, structured and have a high degree of follow‑through on all projects/tasks. *Please note: This is a client-facing, non-business development role. You will play a critical part in servicing an existing book of clients versus building out a book. Position Requirements Bachelor’s Degree Series 65 or equivalent within 120 days of employment CFP designation in good standing preferred; or currently pursuing 3-5 years of financial service experience including experience in HNW Private Client tax accounting, planning or trust and estates Strong interpersonal skills; team-orientated approach Knowledge of financial industry, financial products, financial planning concepts, CRM and custodial websites Orion Advisor Technology experience preferred Clean U-4 and regulatory record The Competencies Communication : Ability to communicate effectively both verbally and in writing to individuals at all levels. Teamwork : Ability to contribute as part of a team or independently as needed, and deal with individuals at all levels within the business. Professionalism : Have the strength of character and personal qualities to promote open and constructive relations with colleagues and clients. Flexibility : Possess flexibility for and commitment to continual service development and improvement. Ability to prioritize and multi-task effectively. The Responsibilities Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service. Engage in advisory team business planning efforts and actively support the firm’s strategic priorities Work with advisors and/or portfolio manager on individual investment proposals, as requested. Manage all aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, asset allocations, financial situation analysis, and client conversion process. Develop, revise, and present financial plans using RZH’s proprietary planning software. Coordinate with accountants, estate attorneys and other outside advisors as necessary to deliver holistic wealth advice Prepare financial analysis for clients, including cash flows, estate tax calculations, multi-generational tax strategies, educational funding, present value calculations, income tax calculations, and investment analysis and portfolio optimization. Develop an understanding of the fundamentals of trading. Partner with the Portfolio Manager team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Continuously monitor clients’ financial situations with detail and accuracy. Follow up on meeting deliverables and respond to inquiries from clients and advisor team. What We Offer A collaborative environment that enables you to step outside your role to add value Opportunities to grow your expertise, take on new challenges and reinvent yourself A highly competitive compensation package, including a base salary, bonus and appropriate long-term incentives A superior, comprehensive benefits package emphasizing good health, financial security and peace of mind Rewarding work with the flexibility to enjoy personal and family experiences Paid time off, paid NYSE holidays, health & wellness benefits, and company-paid parking in Landmark Square #J-18808-Ljbffr