Wealth Management Specialist jobs in the United States

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Wealth Transfer Specialist II
  • Savant Wealth Management
  • Atlanta, GA FULL_TIME
  • As a member of the Wealth Strategy Team, the Wealth Transfer Specialist II is an estate planning specialist who provides estate and financial planning services to clients, reviews fiduciary income tax returns, estate and gift tax filings, and charitable trust returns, along with being responsible for the daily production, processes, and directives related to core functions of Savant’s Ideal Futures Wealth Transfer ProcessSM.


    The Wealth Transfer Specialist II has proven client facing experience and has demonstrated advanced estate planning knowledge. The Wealth Transfer Specialist II is dedicated to a select group of high-net-worth clients and is responsible for coordinating the implementation of Wealth Transfer Strategies with the lead advisor, co-advisor, other internal team members, and the client’s outside team of professionals to provide an integrated wealth management experience.


    The Wealth Transfer Specialist II can expect to focus in the following areas:


    • Gather, organize and synthesize client data and review client estate planning documents, financial statements, tax returns and all other information necessary to develop Wealth Transfer Deliverables or other estate planning analysis
    • Prepare Wealth Transfer Advisory Service deliverables, which may include:
      • Wealth Transfer Diagrams and Summaries
      • Wealth Transfer Reports
      • Wealth Transfer Audits
    • Review Wealth Transfer Advisory Service deliverables prepared by other team members
    • Draft estate planning considerations to be reviewed by Wealth Transfer Advisor or Director of Wealth Transfer
    • Prepare and review fiduciary income tax returns, gift tax returns, estate tax returns, and charitable trust returns
    • Independently manage deceased client cases
    • Review Wealth Transfer background deliverables prepared by other team members
    • Review Expert Rules prepared by other Wealth Transfer team members
    • Act as a resource for advisors and clients by fielding estate planning related questions
    • Act as a resource for advisors and client service representatives for account titling and beneficiary designation questions
    • Act as a resource to other members of the Wealth Transfer team for editing and team-brainstorming.
    • Conduct estate and gift tax research
    • Assist with internal Ideal Futures University presentations or other advisor education activities
    • Assist with the maintenance and compilation of tax research, reference libraries, and Wealth Transfer software
    • Assist with the development of Wealth Transfer workflows and other advisor support systems
    • Cultivate client and advisor relationships, while providing excellent client service
    • Assist with the creation of estate planning content for use in blogs and other Savant marketing materials
    • Maintain a team approach by assisting and filling in for others
    The Wealth Transfer Specialist II position typically requires the following qualifications:


    • Education:
      • Bachelor’s Degree in Prelaw, Business Administration, Finance, Accounting or related field from an accredited college or university
    • Experience:
      • 5 - 10 years of experience in comprehensive financial planning or estate and trust administration services with demonstrated ability to read, interpret, and analyze trust and other estate planning documents
      • 3 - 5 years of experience in primarily preparing fiduciary income tax returns, estate, and gift tax returns, and/or charitable trust returns is preferred
    • Designations/Certifications:
      • Certified Trust and Financial Advisor (CTFA) preferred
    • Financial planning/wealth management acumen, judgment and experience
    • Proven client-facing experience
    • Independent project management skills
    • Proficiency with Word, Excel, PowerPoint, and Outlook, as well as financial planning and estate modeling software
    • Strong analytical and organizational capabilities
    • Detail-oriented with a high degree of accuracy
    • Excellent communication and listening skills
    • Client first attitude
    • Team player, collaborative, able to work with and through others
    Why Join Us?
    • We are a growing firm, with opportunities for future growth and advancement.
    • We offer health, vision, dental, and 401K benefit options for you and your family.
    • We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide a world class service
    • Our culture is steeped in Savant’s Midwestern roots and continues to flourish as we expand. Our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership are demonstrated each day through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.
    Let us help you on your path to your ideal career - apply today!

    Collective Wisdom. We're Better Together.
    At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom. If you want to be part of a culture that is defined through strong values - Savant is right for you.

    The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.
    Any combination of equivalent education and work experience will be considered.
    Savant Capital, LLC is an Equal Opportunity Employer
  • 23 Days Ago

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Admin Assistant - Wealth Management
  • Rincon Wealth Management
  • Lakeway, TX FULL_TIME
  • This position aims to ensure smooth day-to-day operations of the practice while providing superior customer service to existing clients and prospects. The position requires the employee to perform gen...
  • 2 Months Ago

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Wealth Management Advisor
  • Thompson Wealth Management
  • Scottsdale, AZ FULL_TIME
  • Thompson Wealth Management is actively seeking a dedicated and passionate Wealth Advisor to join our team in Scottsdale, Arizona. In this role, you'll have the opportunity to build your own client bas...
  • 2 Months Ago

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Wealth Management Associate
  • Forward Wealth Management WI
  • Madison, WI FULL_TIME
  • Company Description Wealth Management Role Description This is a full-time hybrid role for a Wealth Management Associate at Forward Wealth Management WI in Madison, WI. The role will involve tasks suc...
  • 25 Days Ago

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Private Wealth Management Intern
  • Tolleson Wealth Management
  • Dallas, TX INTERN
  • Private Wealth Management Intern | Summer 2025Reports to: Assigned Mentor (with various additional team coaches throughout the program)Duties And Responsibilities Prepare financial analyses for variou...
  • 30 Days Ago

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Administrative Assistant- Wealth Management
  • Deacon Wealth Management, LLC.
  • Fredericksburg, VA FULL_TIME,PART_TIME
  • Full/Part Time Administrative Assistant- Wealth Management (Fredericksburg, VA) Job Description : This is an unregistered sales support position, providing dedicated administrative and sales support t...
  • 18 Days Ago

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Insurance Sales Agent
  • Bankers Life
  • Chantilly, VA
  • Are you driven by a highly competitive compensation structure? Is securing your financial independence and inspiring oth...
  • 11/2/2024 12:00:00 AM

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Sr. Director - InfoSec Advisory & Oversight, Technology Risk Management
  • Capital One
  • Poolesville, MD
  • Center 2 (19050), United States of America, McLean, VirginiaSr. Director - InfoSec Advisory & Oversight, Technology Risk...
  • 11/1/2024 12:00:00 AM

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Manager, Data Protection Risk
  • Capital One
  • Mount Vernon, VA
  • Center 2 (19050), United States of America, McLean, VirginiaManager, Data Protection RiskThis position represents a uniq...
  • 11/1/2024 12:00:00 AM

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U.S. Private Bank - Private Banker - Vice President
  • JPMorgan Chase & Co.
  • Washington, DC
  • JobID: 210517928 Category: Client Advisory JobSchedule: Full time Posted Date: 2024-07-29T17:06:24+00:00 JobShift: Day B...
  • 10/30/2024 12:00:00 AM

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Manager, Data Protection Risk
  • Capital One
  • Herndon, VA
  • Center 2 (19050), United States of America, McLean, VirginiaManager, Data Protection RiskThis position represents a uniq...
  • 10/30/2024 12:00:00 AM

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Life Insurance Sales Agent
  • Dorr Agency
  • Great Falls, VA
  • Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
  • 10/30/2024 12:00:00 AM

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Sr Engineer, Cybersecurity Data Platforms
  • T-Mobile
  • Herndon, VA
  • At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our custom...
  • 10/29/2024 12:00:00 AM

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Federal Proposal Writer / Specialist
  • Venesco LLC
  • Chantilly, VA
  • Proposal Writer / Specialist Venesco LLC is looking for a hands-on Proposal Writer / Specialist to assist with federal p...
  • 10/29/2024 12:00:00 AM

Income Estimation for Wealth Management Specialist jobs
$79,826 to $126,478