Wealth Manager

Job Description

Job Description

Wealth Manager

Location : Great Barrington, MA ; Full-time, Hybrid

Compensation : $125,000 – $150,000

We are a Massachusetts-based, fee-only investment advisory practice with the privilege of managing over one billion dollars in client assets. Our wealth management services for families and individuals encompass portfolio management, retirement planning, estate plan coordination, tax analysis and planning, and legacy wealth strategies. As a wholly owned subsidiary of a non-profit educational organization, we embody the principles of economic freedom and security in everything we do, from exceptional client service to the soundness of our investment strategies.

We are excited to announce a new opportunity for an experienced Wealth Manager to join our practice. As a Wealth Manager , you will be responsible for the relationship management and financial planning for existing clients. You will work with our team to learn how we apply financial planning and client service principles while contributing your insights. You will be responsible for developing and retaining client relationships, maintaining and creating financial plans, managing portfolios, and managing general administrative affairs alongside Client Service Associates.

In this role, you will eventually take stewardship of a segment of our business. Coachability, dedication to putting clients' interests first, and strong knowledge of core financial planning principles are essential. Personal integrity, a keen intellect, and a willingness to learn are critical to success. This position represents a genuine opportunity to contribute, participate, and share in the success of our practice.

As a Wealth Manager , you will be responsible for :

• Participating in fact-finding meetings with clients to assess their financial situation and identify their unique goals and needs.
• Utilizing widely used and specialized software to create and maintain goal-based client strategies that span financial planning, portfolio management, and tax analysis.
• Recommending and maintaining plans to help clients achieve their financial goals; identifying appropriate portfolio allocation plans and investment vehicles; assessing insurance needs, retirement accounts, foundational estate documents, and more.
• Developing presentations for clients to educate them regarding financial planning options and ongoing portfolio performance.
• Ensuring completion (with support from staff Client Services Associates) of documentation and administrative tasks required of an RIA and coordinating these efforts with account custodians, compliance personnel, and other entities.
• Complying with all applicable SEC , state and federal compliance regulations and any continuing education requirements.

Qualifications for this opportunity include :

We are committed to sourcing a diverse pool of applicants from various backgrounds. We urge all qualified individuals to apply and learn more about this opportunity. We look forward to meeting you!