What are the responsibilities and job description for the Wealth Manager position at W3Global?
About The Job
Company Description Client is a state-chartered private trust company and Registered Investment Advisor (RIA) that provide investment management, trust services, and financial planning through four offices across South Carolina. Founded in 1913, Client is the only state-chartered trust company in South Carolina, offering a boutique, family office style approach that competes effectively with bank trust departments. The firm is privately and family owned, with multiple generations actively involved in management, enabling a stable culture and long-term client focus. Clients benefit from an asset-based, transparent fee structure without hidden charges or commissions, minimizing conflicts of interest. A dedicated investment committee manages strategic asset allocation and security selection, emphasizing quality, blue-chip companies with durable competitive advantages and long-term themes.
Role Description The Wealth Manager is a full-time, on-site role based in Greenville, SC. The individual in this position will work directly with clients to understand their financial goals, develop comprehensive wealth and financial plans, and provide ongoing advice on investments, trust structures, retirement strategies, and insurance needs. Day-to-day responsibilities include managing and monitoring client portfolios, preparing and presenting financial analyses and recommendations, and collaborating with the investment committee to align client strategies with the firm's investment outlook. The Wealth Manager will also coordinate with trust administration and operations teams, maintain detailed client records, and ensure compliance with regulatory and fiduciary standards. This role involves regular client meetings, proactive communication, and participation in business development and relationship management activities.
Qualifications
Company Description Client is a state-chartered private trust company and Registered Investment Advisor (RIA) that provide investment management, trust services, and financial planning through four offices across South Carolina. Founded in 1913, Client is the only state-chartered trust company in South Carolina, offering a boutique, family office style approach that competes effectively with bank trust departments. The firm is privately and family owned, with multiple generations actively involved in management, enabling a stable culture and long-term client focus. Clients benefit from an asset-based, transparent fee structure without hidden charges or commissions, minimizing conflicts of interest. A dedicated investment committee manages strategic asset allocation and security selection, emphasizing quality, blue-chip companies with durable competitive advantages and long-term themes.
Role Description The Wealth Manager is a full-time, on-site role based in Greenville, SC. The individual in this position will work directly with clients to understand their financial goals, develop comprehensive wealth and financial plans, and provide ongoing advice on investments, trust structures, retirement strategies, and insurance needs. Day-to-day responsibilities include managing and monitoring client portfolios, preparing and presenting financial analyses and recommendations, and collaborating with the investment committee to align client strategies with the firm's investment outlook. The Wealth Manager will also coordinate with trust administration and operations teams, maintain detailed client records, and ensure compliance with regulatory and fiduciary standards. This role involves regular client meetings, proactive communication, and participation in business development and relationship management activities.
Qualifications
- Candidates should possess strong skills in Financial Planning and personal wealth advisory.
- Candidates should possess expertise in Investment Management and Investments, including portfolio construction and monitoring.
- Candidates should possess solid knowledge of Finance, including capital markets, asset allocation, and risk management.
- Candidates should possess familiarity with Insurance products and their role in comprehensive financial plans.
- Bachelor's degree in Finance, Economics, Accounting, Business, or a related field; advanced credentials such as CFP®, CFA®, or CTFA are highly beneficial.
- Demonstrated experience in wealth management, private client advisory, or trust services, preferably in a boutique or fiduciary-focused environment.
- Excellent analytical, communication, and interpersonal skills, with the ability to explain complex concepts in clear, client-friendly language.
- High ethical standards, attention to detail, and a client-first mindset, with the ability to work collaboratively within a small, team-oriented organization.
Salary : $80,000 - $100,000