Wealth Manager

www.thealtagrp.com

Great opportunity for a driven entrepreneurial minded professional to join an established, nationally recognized fee based private wealth management firm with essentially unlimited earning potential and no sales/cold calling. Our client has successfully combined tax planning and wealth management strategy services, developing relationships as a trusted adviser to high net worth clients for decades. They are seeking a CFP, CFA or CPA with a Series 65 and at least 2 years of personal financial planning experience along with strong interpersonal skills and a client service mind set to join their growing practice.

What you will do:

• Develop relationships with clients acting as their trusted adviser on all wealth management, estate and tax planning issues.
• Interview clients to develop a deep understanding of their overall financial makeup and goals in order to develop a comprehensive tax and wealth management strategy.
• Partner with the wealth management leadership to develop wealth management strategies
• Assist in the development and presentation to clients of wealth management strategies and portfolio allocation
• Network and develop relationships to promote firm awareness and drive practice growth.

What you can expect:

• The satisfaction of developing long lasting client relationships and enabling clients to achieve their financial goals
• A cohesive, supportive team culture along with extensive in-house and external training and education
• Tremendous career/professional growth potential, essentially unlimited earning potential
• An exciting, fast paced entrepreneurial environment

What's required:

A CFP or CPA with 3+ years of related personal financial planning experience. Prior estate and trust experience is helpful but not required.

Strong presentation and communication skills

Series 7 and 66 or 63 and 65, or willingness to obtain

Strong Microsoft Office/Excel, Power Point required, Emoney and Morningstar Office preferred

A desire to develop new relationships and help grow the firm