What are the responsibilities and job description for the Wealth Manager position at Schwartz Financial Services?
We currently have an opening for a wealth manager. This advisor will advise a number of our women business owner clients and business owner prospects.
Responsibilities
Wealth Management Services:
• Serve as a primary advisor for our woman business owners and be a contact for new and assigned individuals, families, and organizations. Be willing to immerse yourself in the needs of these business owners including advanced life insurance concepts, defined benefit plans, funding of buy/sell agreements, etc.
• Serve as an additional advisor and contact for our existing client relationships.
• Identify and assist with on boarding future clients through personal and professional contacts, and other community involvements.
• Explore opportunities to succeed the primary owner
Qualifications
• 2 years of experience performing financial planning and investment planning services for clients
• Active Series 7 license and Series 65 or 66
• Life, Health Licenses
• Ability to deal with Male & Female Business Owners for Business Life Insurance as well as other needs as they may arise.
• Clean U-4
• Commitment to regulatory compliance with no negative history
• Excellent written and verbal communication skills
• Excellent technology adaptation/experience, proficiency on smart phones, tablets as well as PC’s
• Strong technical and analytical skills.
• Proficient with Microsoft Office, Emoney, Wealthbox CRM or Bill Good CRM, and other financial related software applications a plus
• Business development experience with desire to help firm grow and prosper
Preferred:
• Experience serving clients with more complex financial circumstances
• Bachelor's degree or higher strongly preferred
• Opportunity to transition existing clients over 1 year period
• Prefer Certified Financial Planner™ or we will subsidize CFP Course
Skills and Abilities
• Business development skills
• Excellent interpersonal & communication skills
• Extraordinary client service orientation
• A genuine interest in serving and caring for other people
• Excellent organizational and time management skills
• Ability to handle multiple tasks and priorities simultaneously
How we Compensate:
• Base salary commensurate with experience or draw against (open to either)
• Bonus opportunity is available
• Equity Position Available for the right person
• 401(k) Plan, Health Insurance, Paid Holidays
• Office space flexibility