Wealth Manager

Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 83 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients.

Summary

The Wealth Management Co-op will support financial planning and investment efforts performing a variety of regular duties and projects. The role offers the opportunity to work closely with financial planning and investment management professionals and learn more about both the internal and client-facing sides of the wealth management business. The ideal associate will have an interest in pursuing a career in the investment advisory/wealth management industry.

Please note: This co-op opportunity is limited to University of Cincinnati students only at this time.

Responsibilities

Financial Planning Duties:

• Collaborate with financial...

As a Project Manager in the Wealth Management division, you will be responsible for overseeing and managing various projects related to technology solutions and systems for wealth management clients. Your primary focus will be on ensuring the successful delivery of these projects within the defined scope, timeline, and budget.

Responsibilities:

• Collaborate with key stakeholders to define project objectives, scope, and deliverables.
• Create and manage project plans, including resource allocation, timelines, and budget.
• Coordinate with cross-functional teams to ensure smooth execution of project activities.
• Track project progress, identify and mitigate risks, and resolve any issues that arise during the project lifecycle.
• Communicate project updates and status reports to stakeholders and senior management.
• Ensure adequate documentation and knowledge transfer for project deliverables.
• Lead project meetings,...

We are currently seeking a talented Wealth Manager to join our Wealth Management team.

Boulay Financial Advisors provide clients with holistic and integrated tax, estate, investment and wealth advice to simplify the financial complexities of life. Work with a team of about 40 who serve successful entrepreneurs, individuals, families, and business owners to create customizable and dynamic plans to help reach their clients’ financial and personal goals. 

If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.

We want to build a career fit for your life.

Position Summary: The Wealth Manager is responsible for providing assistance to the Wealth Management Department in an effort to fulfill the needs of our clients. This position has responsibility for managing existing client relationships, formulating and...

An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person.  This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor.  

Requirements

Essential Duties and Responsibilities  

• Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and financial planning  

• Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews  

• Manage data in financial...

Freelance Recruiters is partnering with a technology-driven wealth management firm based in New York City to recruit Principal Wealth Managers to join their team. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth prospective clients. You will also work closely with the Product Development and M&A teams to shape the future roadmap of this firm's advisor technology platform, vet and convince other top wealth managers to join the firm.

Requirements

• 10+ years of investment advisory experience
• An existing client book of business that you actively advise today
• Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
• Excited by more ownership and the...

We are currently seeking a talented and enthusiastic individual to join our Wealth Management Department. Boulay Financial Advisors provide clients with holistic and integrated tax, estate, investment and wealth advice to simplify the financial. Our Associates provide direct assistance to a team of about 40 people and get hands-on client experience. Learn about financial planning processes, portfolio management, client relationship management, and tax planning.

As a graduate, you will have hands-on client responsibility from the start. You will be given the support you need to develop a breadth of skills and experiences that will enable you to achieve your goals. We offer you the opportunity to grow professionally with diverse projects, in-house training programs, professional seminars, direct Partner mentorship and career advancement.

We want to help you build a career fit for your life.

If you are looking for a unique...

Imperial Asset Management is a real estate asset management company headquartered in Tampa, FL.

We specialize in purchasing investment real estate, consisting of single-family homes, townhomes, and multi-unit residences, to optimize financial returns and operational efficiency for our clients as well as long-term growth and appreciation.  

We are looking for experienced Wealth Managers that have a client base interested in generating a consistent monthly income above what they can currently earn in the traditional market to assist them in achieving their financial goals faster from a company with an effectively managed and optimized real estate portfolio. We have a proven track record and references available upon request.

This is a salary and performance-based commission position for the right candidate. Salary will depend upon the manager's experience as well as performance goals and expectations. The position is...

Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. At Bartlett, we live by our values of teamwork, legendary client service, open communication, continual growth, and commitment to doing what’s right, always.

This position has an investment focus and is responsible for maintaining existing client relationships with high-net-worth individuals and families, by providing investment management and wealth planning services. The position is also responsible for the development of new business over time. The percentage of time allocated to each of these functions will vary among advisors based upon skill set and firm needs.

Position Responsibilities:

Provide top quality client service.

• Deliver...

Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. At Bartlett, we live by our values of teamwork, legendary client service, open communication, continual growth, and commitment to doing what’s right, always.

This position has an investment focus and is responsible for maintaining existing client relationships with high-net-worth individuals and families, by providing investment management and wealth planning services. The position is also responsible for the development of new business over time. The percentage of time allocated to each of these functions will vary among advisors based upon skill set and firm needs.

Position Responsibilities:

Provide top quality client service.

• Deliver...

Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients.

Summary

The Wealth Management Co-op will support financial planning and investment efforts performing a variety of regular duties and projects. The role offers the opportunity to work closely with financial planning and investment management professionals and learn more about both the internal and client-facing sides of the wealth management business. The ideal associate will have an interest in pursuing a career in the investment advisory/wealth management industry.

Please note: This co-op opportunity is limited to University of Cincinnati students only at this time.

Responsibilities

Financial Planning Duties:

...

• Collaborate with stakeholders to gather and document business requirements for wealth management technology projects.
• Analyze and assess current business processes and systems to identify areas for improvement and optimization.
• Work closely with development teams to translate business requirements into technical specifications.
• Participate in the design and testing of new wealth management technology solutions.
• Provide ongoing support and troubleshooting for wealth management technology systems.

Requirements

• 5+ years of experience as a Business Analyst in the wealth management industry.
• Strong knowledge of wealth management products, processes, and systems.
• Experience with requirements gathering and documentation.
• Ability to translate business requirements into technical specifications.
• Strong analytical and problem-solving skills.
• Excellent communication...

Wescott Financial Advisory Group LLC, a Philadelphia-based Independent Registered Investment Advisor ("RIA"), is excited to welcome a Client Service Associate to join our Harleysville, Pennsylvania office workforce.

The Client Service Associate (“CSA”) is responsible for supporting the firm’s Wealth Advisors and Clients directly by delivering high-touch service and ensuring transaction/money movement requests are processed promptly and accurately. The CSA will partner with Operations team members to manage the needs of our Clients and play an active role in future projects as the firm continues to grow.

Key Responsibilities:

• Manage the client onboarding and account opening processes.
• Process and track client paperwork, including withdrawals, transfers, and contributions.
• Maintain accurate and up-to-date client information in our CRM system.
• Prepare and distribute client reports and documents.
...

We are currently seeking a talented, enthusiastic individual to join our Wealth Management Team in our Eden Prairie, MN office. Are you an adaptable individual who enjoys a fast-paced environment that looks different daily? You could be the person we are looking for!

The Senior Wealth Manager leads client relationships and is an experienced advisor at the Firm. This position has responsibility for managing existing client relationships, formulating and implementing advice, and is expected to develop new client relationships. Responsibilities include data gathering, modeling, case design, scenario building, plan development, and presentation development and delivery. This position will often work with, train, and lead other staff members in client service delivery while under the limited supervision of Partners. This position will work cross-departmentally with other Boulay departments to accomplish projects and tasks effectively.

Essential Functions and...