LHH is searching on behalf of a growing financial services client in Albuquerque, NM looking to add a Senior Wealth Manager to their team. In this role, you will be responsible for delivering comprehensive financial planning and investment management services to high-net-worth clients. You will play a key role in building and maintaining client relationships, developing tailored financial strategies, and helping clients achieve their financial goals. The ideal candidate has strong experience in wealth management, a passion for client service, and the ability to work both independently and collaboratively.
Key Responsibilities:
Provide personalized wealth management advice and financial planning services to high-net-worth clients
Develop and implement customized financial strategies, including retirement planning, investment management, tax planning, and estate planning
Manage client relationships, ensuring regular communication and excellent service
Conduct portfolio reviews and provide ongoing investment recommendations based on market trends and client needs
Collaborate with internal teams to ensure a comprehensive approach to each client's financial needs
Stay up to date on financial markets, industry trends, and regulatory changes
Ensure compliance with all relevant legal and regulatory requirements
Qualifications:
Bachelor's degree in Finance, Accounting, or related field (Master's degree or CFP designation preferred)
7+ years of experience in wealth management, financial planning, or investment management
Proven track record of managing high-net-worth client relationships
Strong understanding of investment strategies, retirement planning, tax planning, and estate planning
Excellent communication and interpersonal skills, with the ability to build trust with clients
Ability to work independently in a remote setting while collaborating with internal teams
Proficiency in financial planning software and tools (e.g., Wealthfront, eMoney, etc.)
What's Offered:
Competitive salary and bonus structure
Full benefits package including medical, dental, and vision
401(k) with employer match
Generous paid time off and holiday schedule
Professional development and certification support