Curated Wealth Partners

Must be personable, professional, and intellectually curious coupled with knowledge and experience with the complex investing and estate structuring needs of ultra-high net worth clients.. A CFP designation, or progress towards one, is required, as is a high level of proficiency with eMoney (or similar), Excel, and PowerPoint.. · Create and review presentations to existing and new clients, including portfolio reviews, estate planning overviews and presentations to prospective new clients.. · Solid knowledge of markets, financial concepts and estate planning structures.. · Proficiency in eMoney (or similar), PowerPoint, Excel and Word is essential.

wealth management

We are looking for an energetic, self-starting wealth management professional with 3-5 years of experience working with senior staff in Private Banking/Wealth Management.  Must be personable, professional, and intellectually curious coupled with knowledge and experience with the complex investing and estate structuring needs of ultra-high net worth clients. A CFP designation, or progress towards one, is required, as is a high level of proficiency with eMoney (or similar), Excel, and PowerPoint. We are looking for a teammate who can demonstrate they have a baseline knowledge of financial markets and estate planning structures.  An understanding of loans/credit and tax planning is a plus.  A strong candidate will have the desire to learn about how to best strategize for clients, will naturally anticipate business needs and navigate roadblocks to help the firm achieve its goals.  Curated Wealth Partners is a small but growing firm, so you will need to be willing to give and receive help and take and provide training from others.  The model candidate will be confident in their abilities balanced with humility and a drive to learn and build their knowledge base. You will: ·        Work alongside our existing, including another VP, to support two of our founding partners in a relationship management role. ·        Assist in the identification, acquisition and onboarding of new clients.·        Create and review presentations to existing and new clients, including portfolio reviews, estate planning overviews and presentations to prospective new clients.·        Communicate and meet with clients and their other service providers, including accountants, attorneys, etc.·        Maintain & execute (where appropriate) any regularly scheduled, on-going client tasks.·        Perform other duties as assigned. We want –·        Someone with strong attention to detail and accuracy.·        Ability to work under pressure.·        Ability to work independently and provide follow up with the team.·        Ability to multitask and handle multiple projects at once.·        Ability to consistently meet deadlines.·        Possession of a thorough personal process to maintain a task list so nothing falls through the cracks.·        Ability to prioritize.·        Solid knowledge of markets, financial concepts and estate planning structures.·        Impeccable ability to maintain confidentiality.·        Excellent personal and professional references.·        Excellent communication skills both written and verbal. Qualifications-·        CFP·        At least 3-5 years of professional experience in Private Banking/Wealth Management.·        Bachelor’s Degree, or equivalent.·        Proficiency in eMoney (or similar), PowerPoint, Excel and Word is essential.·        Addepar software experience is a plus. We offer – ·        Collaborative fun environment·        Profit sharing bonus structure. ·        Paid parking·        401(k) match ·        Generous company contribution to medical benefits

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