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Hightower Advisors · 2 days ago

Senior Wealth Manager - Bluerock Wealth Management

Alpharetta, GA

Full-time

Onsite

Senior Level

7+ years exp

Bluerock Wealth Management, part of the Hightower network, is seeking a Senior Wealth Manager to provide personalized financial services to clients. The role involves developing financial plans, conducting client reviews, and collaborating with other professionals to meet client goals.

Financial Services

Comp. & Benefits

No H1B

U.S. Citizen Only

Responsibilities

Be a resource for clients on investments, tax planning, estate planning, insurance, education and retirement planning

Conduct in-depth reviews for clients and prospective clients

Develop financial plans and strategies

Facilitate meetings with clients and potential clients

Identify opportunities or pitfalls that may be present when it comes to all facets of a client’s financial picture

Stay informed about the landscape of financial planning, including economic, legal, and investment trends, and general market developments and challenges that may affect affluent clients

Work with members of the operations, planning and investment teams to create/incorporate best practices

Collaborate with CPAs, attorneys and other Centers of Influence to meet client goals and needs

Assist partners with business development including closing leads and helping increase client wallet share

Qualification

CFP®CPACFATax knowledgeEstate planningSalesforceBlack DiamondEMoneyClient relationship buildingCollaboration with CPAsBusiness development

Required

Bachelor's Degree in finance or accounting

7+ years in client facing role

CFP®, CPA or CFA designation required

Detailed knowledge of tax knowledge is required

Detailed knowledge of complex estate planning concepts and implementation

Familiarity with the aspects of working with small business owners and physicians

Knowledge of Salesforce, Black Diamond, BNA, eMoney, Fidelity and Schwab platforms

Ability to get started with building trust with existing and new clients

Preferred

Knowledge of the fee-only space will be given preference

Benefits

Coverage on the first day of employment for medical, dental, and vision insurance

401k Matching Plan

Paid Parental Leave

Student Loan Assistance

Pet Insurance

Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)

Work/life Balance: Vacation time, flexible schedule

Career Path Opportunities

Company

Hightower Advisors

Glassdoor4.1

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.

Founded in 2008

Westport, Connecticut, USA

201-500 employees