Wealth Manager

Stansberry Asset Management (SAM) is proud to be recognized as a certified Great Place to Work, reflecting our commitment to fostering a supportive, positive, and collaborative environment where employees truly enjoy coming to work.

Here, employees engage in meaningful work, directly helping clients achieve their financial goals, which brings a deep sense of purpose and satisfaction.

Our culture is rooted in collaboration, inclusion, and transparency, with accessible leadership that values input and creates a genuine sense of belonging.

While skills and expertise matter at SAM, finding the right culture fit is our top priority. We seek individuals who bring a commitment to hard work and excellence, while also embodying our core values of collaboration, respect, and integrity.

We believe skills can be developed, but a strong work ethic and the right attitude are crucial for achieving long-term successfor both our team and our clients.

At SAM, its not just about having a job; its about joining a community where you feel valued, supported, and empowered to grow!

Job Summary :

The Wealth Manager will play a crucial role in providing comprehensive financial planning services to our clients, helping them achieve their financial goals.

Requires a deep understanding of financial markets, investment strategies, and a client-centric approach to wealth management.

Responsibilities :

• Conduct thorough financial assessments for clients, analyzing income, expenses, assets, and liabilities.
• Collaborate with clients to understand their financial goals, aspirations, and risk tolerance.
• Develop customized and holistic financial plans that encompass investment management, estate planning, and risk management.
• Provide strategic recommendations aligned with clients' financial objectives.
• Offer expert advice on investment opportunities, asset allocation, and portfolio construction.
• Build and maintain strong relationships with clients through effective communication and understanding of their evolving needs.
• Conduct regular client meetings to review financial plans, discuss investment strategies, and address client inquiries.
• Prepare and maintain accurate documentation of client information, financial plans, and related materials.
• Generate clear and concise reports and presentations for client meetings.
• Assess potential risks associated with clients' financial situations and recommend risk mitigation strategies, including insurance solutions.
• Stay informed about industry trends, regulations, and best practices.
• Ensure compliance with relevant financial regulations and ethical standards.

Qualifications :

• Bachelor's degree in finance, business, or a related field.
• Must have Series 65 or Series 66 and CFP or currently studying for your CFP.
• 5 to 7 years of relevant experience in wealth management, financial planning, or a related field.
• Strong knowledge of financial planning principles, investment strategies, and estate planning.
• Excellent communication and interpersonal skills.
• Detail-oriented with strong analytical and problem-solving skills.
• Ability to build trust and rapport with high-net-worth clients.
• Proficiency in financial planning software and tools.

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