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Wealth Manager

alloysilverstein.com Logo

Alloy Silverstein

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Location:
United States , Cherry Hill

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

100000.00 USD / Year
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Job Description:

Full-time Wealth Manager for a multi-office regional accounting and financial services firm. The role is focused on the financial planning and wealth management services side of the firm, working with business owners, families, attorneys, medical professionals, professional athletes, and shared clients. The position requires fingerprinting prior to accessing client data.

Job Responsibility:

  • Managing the client experience by greeting clients with both verbal communication and written correspondence
  • Analyzing data for client meetings, investment and insurance recommendations
  • Preparing financial plans to meet client needs and goals
  • Maintaining comprehensive and accurate records, documentation, and reports to assure full compliance as required by board standards and our broker dealer
  • Updating CRM and logging of all of the Wealth Manager’s client interaction
  • Making recommendations for new client accounts
  • Reviewing insurance applications that are initiated by your Administrative Assistants, as well as other relevant information in connection with account opening
  • Keeping current on various licensing and Compliance requirements, including continuing education required by our broker-dealer
  • Attending weekly status and strategy meetings to address planning of priorities
  • Working alongside Marketing to plan mail/email newsletters and client marketing materials
  • Becoming thoroughly familiar with broker dealer’s systems and procedures
  • Initially work alongside the Director of Financial Services to manage daily client interactions, participate in meetings, provide financial planning, investment and insurance solutions for clients and prospective clients, and coordinate this activity with our CPA partners

Requirements:

  • Excellent business communication skills with emphasis on a positive customer service experience
  • Ability to multi-task in a fast-paced environment while balancing and prioritizing daily responsibilities
  • Thorough and detail-oriented
  • Strong computer skills
  • Prior system and program knowledge a plus: Microsoft Office Suite and Redtail CRM, financial planning software
  • Ability to maintain confidentiality and conduct business professionally
  • Reliable and dependable with an excellent attendance and punctuality record
  • Work well independently and in a team with positive attitude and professional presence
  • Have a focus on acting in the best interest of clients and prospective clients
  • College degree, preferably in Accounting and/or Finance
  • 7+ years of industry experience
  • Prior background/experience in Avantax and SEI a plus
  • FINRA series 6 and/or series 7, FINRA Series 63 and 65 or 66, and insurance license
  • CFP® designation preferred, but can obtain after starting
  • Able to work flexible and/or overtime hours including Saturday’s and late evenings based upon work and peak busy times during accounting season

Nice to have:

  • Prior background/experience in Avantax and SEI
  • CFP® designation
  • Prior system and program knowledge: Microsoft Office Suite and Redtail CRM, financial planning software

Additional Information:

Job Posted:
December 05, 2025

Employment Type:
Fulltime
Work Type:
On-site work
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