Wealth Manager jobs in United States
cer-icon
Apply on Employer Site
company-logo

Schwartz Financial Services · 5 days ago

Wealth Manager

positionWashington Crossing, PA
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
date2+ years exp

Schwartz Financial Services is currently seeking a Wealth Manager to advise women business owner clients and prospects. The role involves serving as a primary advisor, onboarding new clients, and maintaining existing relationships while exploring opportunities for succession planning.

Financial ServicesRetirementRisk ManagementWealth Management

Responsibilities

Serve as a primary advisor for our woman business owners and be a contact for new and assigned individuals, families, and organizations. Be willing to immerse yourself in the needs of these business owners including advanced life insurance concepts, defined benefit plans, funding of buy/sell agreements, etc
Serve as an additional advisor and contact for our existing client relationships
Identify and assist with on boarding future clients through personal and professional contacts, and other community involvements
Explore opportunities to succeed the primary owner

Qualification

Series 7 licenseSeries 65LifeHealth LicensesFinancial planning experienceBusiness development experienceMicrosoft Office proficiencyTechnicalAnalytical skillsClient service orientationCommunication skillsOrganizational skills

Required

2+ years of experience performing financial planning and investment planning services for clients
Active Series 7 license and Series 65 or 66
Life, Health Licenses
Ability to deal with Male & Female Business Owners for Business Life Insurance as well as other needs as they may arise
Clean U-4
Commitment to regulatory compliance with no negative history
Excellent written and verbal communication skills
Excellent technology adaptation/experience, proficiency on smart phones, tablets as well as PC's
Strong technical and analytical skills
Proficient with Microsoft Office, Emoney, Wealthbox CRM or Bill Good CRM, and other financial related software applications a plus
Business development experience with desire to help firm grow and prosper

Preferred

Experience serving clients with more complex financial circumstances
Bachelor's degree or higher strongly preferred
Opportunity to transition existing clients over 1+ year period
Prefer Certified Financial Planner™ or we will subsidize CFP Course

Benefits

401(k) Plan
Health Insurance
Paid Holidays

Company

Schwartz Financial Services

twittertwitter
company-logo
Schwartz Financial Services provides taxation, cash flow, risk/investment management, education, financial and retirement planning services.
dateFounded in 1984
location
Washington Crossing, Pennsylvania, USA
people-size2-10 employees
web-link
https://www.schwartzfinancial.com

Funding

Current Stage
Early Stage

Leadership Team

leader-logo
Michael L. Schwartz, CEPA, RFC, CFS
President, CEO
linkedin
Company data provided by crunchbase