Wealth Manager Jobs

Alloy Silverstein

Location:
United States, Cherry Hill

Category:
Finance

Contract Type:
Employment contract

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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Wealth Manager