The Ball Hawk
Senior Wealth Manager - Affluent Individuals
The Ball Hawk, Charlotte, North Carolina, United States, 28245
Full-timeJob Description
The Senior Wealth Manager serves as the trusted advisor to our affluent clients and their families, providing comprehensive guidance regarding investment, trust and estate, insurance, tax, and banking needs. Senior Wealth Managers work with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals, and objectives.The Senior Wealth Manager also develops thoughtful strategies that enhance client service delivery and manage risk, working cooperatively within a team environment to harness all of the firm’s resources on behalf of the client. Additionally, the Senior Wealth Manager collaborates on potential new business opportunities and enhances the firm’s relationships with Centers of Influence within the community. In partnership with Wealth Directors, Fiduciary Specialists, and Private Bankers, the Senior Wealth Manager is responsible for developing current and future fee-based business.Qualifications
Required Education or Equivalent ExperienceHigh School Diploma or GED RequiredBachelor’s Degree in Finance, Accounting, Business, or related field requiredMaster’s/Advanced Degree in Business Administration or Finance preferredRequired license(s) or certification(s): NASD Series 7, 63, and 65 (or Series 66 in place of Series 63 & 65)A current portfolio AUM value of $200k or more that can be taken with you.Required ExperienceYears of functional/professional experience: At least 8 years of portfolio management experience in the investment management industry.Currently managing a portfolio of affluent clients.Field of ExperienceStrong knowledge of financial products and services for the very affluent net worth individual marketStrong knowledge of consumer lending, credit, documentation, and portfolio managementStrong knowledge of brokerage and investment productsIntermediate software application experienceAdditional Information
All your information will be kept confidential according to EEO guidelines.
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The Senior Wealth Manager serves as the trusted advisor to our affluent clients and their families, providing comprehensive guidance regarding investment, trust and estate, insurance, tax, and banking needs. Senior Wealth Managers work with clients to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals, and objectives.The Senior Wealth Manager also develops thoughtful strategies that enhance client service delivery and manage risk, working cooperatively within a team environment to harness all of the firm’s resources on behalf of the client. Additionally, the Senior Wealth Manager collaborates on potential new business opportunities and enhances the firm’s relationships with Centers of Influence within the community. In partnership with Wealth Directors, Fiduciary Specialists, and Private Bankers, the Senior Wealth Manager is responsible for developing current and future fee-based business.Qualifications
Required Education or Equivalent ExperienceHigh School Diploma or GED RequiredBachelor’s Degree in Finance, Accounting, Business, or related field requiredMaster’s/Advanced Degree in Business Administration or Finance preferredRequired license(s) or certification(s): NASD Series 7, 63, and 65 (or Series 66 in place of Series 63 & 65)A current portfolio AUM value of $200k or more that can be taken with you.Required ExperienceYears of functional/professional experience: At least 8 years of portfolio management experience in the investment management industry.Currently managing a portfolio of affluent clients.Field of ExperienceStrong knowledge of financial products and services for the very affluent net worth individual marketStrong knowledge of consumer lending, credit, documentation, and portfolio managementStrong knowledge of brokerage and investment productsIntermediate software application experienceAdditional Information
All your information will be kept confidential according to EEO guidelines.
#J-18808-Ljbffr