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    Wealth Manager - Bellevue, United States - The Help Company

    The Help Company
    The Help Company Bellevue, United States

    1 week ago

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    Description

    Under the direction of the Market Leader, the Wealth Manager is responsible for providing the highest level of wealth management services to the firms clients. Analytical and possessing a passion for understanding investments, the Wealth Manager acts as an essential and indispensable resource for the firms clients.

    Through frequent communication and collaboration, the Wealth Manager supports the Senior Wealth Manager, partnering with them to manage and service client relationships.

    Wealth Managers will benefit from our in-house, comprehensive, and differentiated approach to wealth advisory services, including our legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed income strategies. The firms advisors offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients.

    Essential Functions

    Serve as a primary point of contact for the Senior Wealth Managers client base by anticipating client needs, resolving inquiries and cultivating deep relationships through superior client service

    Receive review prospect leads and set appointments for Senior Wealth Managers

    Prepare for prospect and client meetings by collecting financial information, completing various financial

    analyses, and creating presentations materials for meetings

    Coordinate the deployment of investments for new client allocations and portfolio rebalances

    Execute and reconcile trades as directed by Senior Wealth Managers

    Address cash management needs to ensure sufficient funds are available to meet funding requirements

    Maintain an in-depth knowledge of the firms products and ensure adherence to allocation policies

    Maintain and track prospect and client engagement in firm relationship management system

    Prepare reports and materials for periodic client reviews

    Travel as needed

    Required Experience

    Bachelors degree

    Minimum of 3 years of experience in the wealth management industry or related field; minimum of 2 years

    of experience in a client facing capacity

    Series 65 or 66 required, or must be attained within timeframe determined by manager

    Must be highly organized, technically strong and be an enthusiastic, effective team player

    Ability to think strategically and creatively in a fast-paced environment

    Proven ability to self-start, take initiative, work collaboratively, and drive results

    Excellent written and verbal communications

    Experience with Excel Word Outlook Salesforce PowerPoint, with an emphasis on Excel

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