Vigilant Wealth Management
Senior Wealth Planner- Wisehaupt Bray Asset Management
Vigilant Wealth Management, Palm Beach Gardens, Florida, United States,
Job Description
Posted Friday, September 13, 2024 at 5:00 AMOur StoryAt Wisehaupt Bray Asset Management, we pride ourselves on being your trusted advisor—the one you turn to with every important financial question. We understand your preferences, aspirations, and fears. Like a loyal friend and confidant, you can rely on us to help you through difficult times, celebrate accomplishments, and encourage you in the pursuit of the future you envision.Whether you seek to plan for the next phase in life, pursue your lifelong dreams, or secure your family’s future, we are here to support you along your path to success with trustworthy guidance and genuine compassion. Our primary clients are Retirees, Private Company Shareholders, Private Companies, Business Owners, and Divorcing Individuals.What You’ll DoProvide heartfelt support and communication to partners, administration, and all clients.Work with partners and team members to help deliver upon client requests.Maintain electronic client files.Schedule client meetings and prepare reports for those meetings.Prepare and process paperwork for client transactions, including opening accounts, address changes, transferring assets, deposits, withdrawals, closing accounts, and communicating the status of transactions to clients and advisors.Complete and update financial plans for clients, including gathering all information to complete and present the financial plan to clients.Provide ongoing client account maintenance (e.g., all money requests, checks, wires, ACHs, RMDs, regular periodic transfers, ongoing special client requests).Respond to client and advisor requests in a timely manner.Manage client gifts and electronically send holiday and birthday cards.Notarize documents where applicable.What You’ll BringStrong professional verbal and written communication, and interpersonal skills.Ability to motivate self and others to deliver high-quality output, possibly within tight timeframes.Attention to detail and managing workload.Perseverance in problem-solving.Ability to adapt, pivot, and learn.Experience with Microsoft Office.Initiate projects and ask, “How can I help?”Ability to learn specialized software with support and guidance.Accept feedback, accountability, and ownership.Minimum 4+ years of experience in the Finance or Accounting industry.What We OfferCoverage on the first day of employment for Medical, Dental, and Vision insurance.401k Matching Plan.HSA Employer Contributions.Student Loan Assistance.Pet Insurance.FSA Plan.Paid PTO.AN EQUAL OPPORTUNITY EMPLOYER:
Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.You are a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
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Posted Friday, September 13, 2024 at 5:00 AMOur StoryAt Wisehaupt Bray Asset Management, we pride ourselves on being your trusted advisor—the one you turn to with every important financial question. We understand your preferences, aspirations, and fears. Like a loyal friend and confidant, you can rely on us to help you through difficult times, celebrate accomplishments, and encourage you in the pursuit of the future you envision.Whether you seek to plan for the next phase in life, pursue your lifelong dreams, or secure your family’s future, we are here to support you along your path to success with trustworthy guidance and genuine compassion. Our primary clients are Retirees, Private Company Shareholders, Private Companies, Business Owners, and Divorcing Individuals.What You’ll DoProvide heartfelt support and communication to partners, administration, and all clients.Work with partners and team members to help deliver upon client requests.Maintain electronic client files.Schedule client meetings and prepare reports for those meetings.Prepare and process paperwork for client transactions, including opening accounts, address changes, transferring assets, deposits, withdrawals, closing accounts, and communicating the status of transactions to clients and advisors.Complete and update financial plans for clients, including gathering all information to complete and present the financial plan to clients.Provide ongoing client account maintenance (e.g., all money requests, checks, wires, ACHs, RMDs, regular periodic transfers, ongoing special client requests).Respond to client and advisor requests in a timely manner.Manage client gifts and electronically send holiday and birthday cards.Notarize documents where applicable.What You’ll BringStrong professional verbal and written communication, and interpersonal skills.Ability to motivate self and others to deliver high-quality output, possibly within tight timeframes.Attention to detail and managing workload.Perseverance in problem-solving.Ability to adapt, pivot, and learn.Experience with Microsoft Office.Initiate projects and ask, “How can I help?”Ability to learn specialized software with support and guidance.Accept feedback, accountability, and ownership.Minimum 4+ years of experience in the Finance or Accounting industry.What We OfferCoverage on the first day of employment for Medical, Dental, and Vision insurance.401k Matching Plan.HSA Employer Contributions.Student Loan Assistance.Pet Insurance.FSA Plan.Paid PTO.AN EQUAL OPPORTUNITY EMPLOYER:
Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.You are a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
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