Wealth Manager Salary in Connecticut

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

Job Description Job Description The Wealth Manager is the lead advisor on client relationships at Willis Johnson & Associates. This role includes overseeing the preparation and implementation of client financial plans and investment strategies independently, or often with the support of a Financial Planning Analyst or Associate Wealth Manager. The Wealth Manager will conduct Financial Planning Reviews for clients, as well as provide ongoing guidance and advice to clients throughout the year. Additionally, The Wealth Manager meets with prospective clients procured by business development to gather data, generate proposals, and close new accounts. The Wealth Manager is expected to be able to present the unique value offering of Willis Johnson & Associates in order to close business, but is not responsible for finding new business leads. Why Willis Johnson & Associates? Willis Johnson & Associates is a fast growing, award winning, wealth management firm specializing in corporate executive

Title/Position Available: Wealth Manager Location: Seattle, WA Description: We are seeking a wealth management service advisor to execute our proprietary Wealth Management process for new and existing clients. This advisor would be partnered with a senior advisor and would be primarily focused on working with current clients of the firm to deliver a world class wealth management experience. Our ideal clients fall into two categories, $5-25 million and over $25 million. Duties include, but are not limited to: Working with a senior wealth manager to provide service in the following areas: Investment Management, Cash Flow Planning (Financial Planning), Wealth Transfer (Estate Planning), Wealth Enhancement (Tax Planning), Wealth Protection (Insurance Planning), and Charitable Giving. Conduct progress meetings with clients to review the key areas of wealth management. Interfacing with the client service associate and the portfolio management team to properly address ongoing client needs. Pe

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

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

Title/Position Available:Wealth Manager Location:Seattle, WA Description: We are seeking a wealth management service advisor to execute our proprietary Wealth Management process for new and existing clients. This advisor would be partnered with a senior advisor and would be primarily focused on working with current clients of the firm to deliver a world class wealth management experience. Our ideal clients fall into two categories, $5-25 million and over $25 million. Duties include, but are not limited to: Working with a senior wealth manager to provide service in the following areas: Investment Management, Cash Flow Planning (Financial Planning), Wealth Transfer (Estate Planning), Wealth Enhancement (Tax Planning), Wealth Protection (Insurance Planning), and Charitable Giving. Conduct progress meetings with clients to review the key areas of wealth management. Interfacing with the client service associate and the portfolio management team to properly address ongoing client needs. Perf