We are a boutique wealth management firm dedicated to providing tailored financial strategies for high-net-worth individuals and families. Our team focuses on building long-term relationships with our clients, offering sophisticated investment advice, comprehensive financial planning, and exceptional service. We are seeking a highly skilled Wealth Management Director with a CFP or CFA designation to join our dynamic team. This role offers the opportunity to work directly with clients and manage a diverse portfolio while collaborating with other experienced professionals.
Position Summary:
The Director will be responsible for managing a book of business, providing comprehensive wealth management services, and developing personalized financial strategies for high-net-worth clients. The ideal candidate will bring 5-7 years of experience in financial advisory, with expertise in investment analysis, portfolio construction, and financial planning. This role requires a strong background in analyzing financial data, crafting bespoke strategies, and delivering exceptional client service.
Key Responsibilities:
Investment Management & Analysis:
Conduct in-depth research and analysis of stocks, bonds, mutual funds, ETFs, and other securities to assess investment opportunities. Develop and manage diversified investment portfolios tailored to clients' risk tolerance, financial goals, and time horizons.
Client Relationship Management:
Serve as the primary point of contact for a select group of clients, building and maintaining strong, long-term relationships. Communicate investment strategies, market trends, and portfolio performance in a clear and approachable manner.
Comprehensive Financial Planning:
Advise clients on a range of financial planning matters, including retirement planning, estate planning, tax optimization, risk management, and debt management. Provide actionable insights to help clients achieve their financial objectives.
Portfolio Construction & Risk Management:
Design and optimize client portfolios, balancing asset allocation and ensuring alignment with individual goals and risk tolerance. Regularly assess portfolio performance and make adjustments as needed.
Market & Economic Research:
Stay up-to-date with the latest economic trends, market developments, and regulatory changes to make informed investment decisions. Share insights and updates with clients regularly.
Collaboration & Mentorship:
Work closely with senior advisors, portfolio managers, and support staff to ensure seamless service delivery. Assist in mentoring junior team members and contributing to team development.
Education & Certification:
CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) designation required.
Undergraduate degree in Finance, Economics, Accounting, or related field.
MBA or additional financial planning certifications a plus.
Experience:
5-7 years of experience in wealth management, financial advisory, or investment management.