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Wealth Manager
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Full-time
- Working with a senior wealth manager to provide service in the following areas: Investment Management, Cash Flow Planning (Financial Planning), Wealth Transfer (Estate Planning), Wealth Enhancement (Tax Planning), Wealth Protection (Insurance Planning), and Charitable Giving.
- Interfacing with the client service associate and the portfolio management team to properly address ongoing client needs.
- CPA, JD, CFP, CFA or other advanced planning certification.
- Wealth Manager Experience and CFP Designation Greater than 3 years - $125,000.
- Wealth Manager Experience and CFP Designation Greater than 5 years - $150,000.
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