Wealth Manager Salary in California

Job Description Job Description Part time work that can quickly lead to a full time opportunity. Broad variety of client relation tasks including, investment and insurance business processing, handling correspondence with client check requests, and management of CRM software. A strong command of technology is needed.

Wealth Advisor Boutique Independent RIA Parsippany, NJ Overview Boutique, Independent 2B+ AUM RIA seeks a Wealth Advisor to provide comprehensive wealth and investment management services to high net worth clientele. Highlights Inherit relationships from firm partners; no business development required. Provide holistic wealth management services, including financial planning, estate planning, investment management, retirement planning, and proactive tax planning. Excellent opportunity for career development and advancement. Competitive compensation package including significant base salary, bonuses, and excellent benefits. The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide. Strong flow of leads from internal CPA’s and newly purchased CPA’s firms. Collaborative, collegial culture. Track to equity partnership. Requirements 3+ years wealth management experience CFP designation ideal

Overview 10B+ AUM Wealth Advisory Firm seeks a Senior Wealth Advisor to inherit a book of 100m+ AUM and 30+ households from the Managing Director. Highlights Advise high net worth and ultra high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance Opportunity to make an impact of the Firm through retention and growth of client base with a strong culture of collaboration and entrepreneurship Partner with the Managing Director or source new clientele and grow the client base Retain and grow assets with significant next-generation wealth Collegial and inclusive office environment Competitive compensation package including base salary, discretionary bonuses and significant business development incentives Requirements 10+ years of experience wealth management experience CFA, CFP, CIMA or CWPA or other advanced industry related designation Ability to advise clients with regard

The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered by Creative Planning in a clear and concise manner. We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly. JOB DUTIES Serves as the primary point of contact for wealth management clients Assist in the creation, delivery, execution and management of complex financial plans Increases market share in their local market Maintains a positive attitude and willingness to adapt in a rapidly changing environment All other duties as assigned REQUIRED EXPERIENCE / QUALIFICATIONS CFP® Certificant Series 65 (or equivalent) 7 years financial services experience including d

Compensation - $100,000 - $130,000 base salary plus bonuses and benefits The Wealth Manager role is an integral part of the team serving as the true connection between clients, support team, and Wealth Managers. This great communicator, influencer and enthusiastic person will support our client's culture, vision, and team spirit are built upon their values which are: Grace & Empathy Generosity & Gratitude Passion & Excellence Integrity & Pride They focus on these values in how they act, what they do, and how they serve clients. The Wealth Manager provides comprehensive technical financial planning and investment management work, either, under the management of higher-level professionals or on their own. They work with clients and are under the supervision of a Managing Director and have decision making abilities on client plans, investment processes and procedures, operational processes and procedures and client affairs. A Wealth Manager is responsible for conducting client meetings as

Wealth Manager Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm in Waukesha, WI is seeking to add a Wealth Advisor to our Team! This Wealth Advisor will have the opportunity to meet one-on-one with existing clients. We currently have a $100 million dollar book to hand to the right advisor. The ideal candidate for this role will be someone who enjoys building relationships and knows how to provide the ultimate client experience; always putting clients first. Initial duties include servicing existing clients and client relationship building. No appointment on Fridays, participate in advisor team meetings and get coached by the CEO. As a team, we work through any cli