What are the responsibilities and job description for the Wealth Manager position at SolomonEdwards?
Wealth Manager
Currently seeking a Wealth Manager for a client located in Plymouth Meeting, PA area. In office position; local candidates only.
The Wealth Manager will provide high level support to clients regarding financial planning, investment management, and financial guidance.
Responsibilities
- Serving as a trusted advisor to high-net-worth clients
- Delivering comprehensive financial guidance, integrating investment, estate, tax, and retirement planning
- Maintaining an in-depth understanding of clients’ goals, ensuring tailored solutions that evolve with their needs
- Work closely with client service, operations, and investment teams
- Recommending asset allocation and portfolio diversification strategies
- Proactively monitoring asset allocations, liquidity needs, and investment performance
Skills/Competencies:
- 7 years’ client facing investment or wealth management experience; CFA, CFP and/or JD highly preferred
- Strong communication skills
- Microsoft Office proficiency
- Strong attention to detail
- Excellent analytical and quantitative skills
Additional Details:
Employment type: Direct Hire
Salary: DOE
In office role
The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.
SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.
SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: https://solomonedwards.com/privacy-policy/#ccpa