Executive Wealth Manager

QUAD, a SolomonEdwards Company; Philadelphia (Philadelphia County); Hybrid; USD 28,000 - 125,000; Full time

Job summary

QUAD, a SolomonEdwards Company, is seeking an Executive Wealth Manager to provide high-level client support in the Greater Philadelphia area. This role includes financial planning, investment management, and leading a team to achieve the firm's goals, ideal for candidates with substantial experience in financial services.

Qualifications

• 10+ years’ financial services experience.
• 5+ years’ in a leadership capacity.
• Strong analytical and quantitative skills.

Responsibilities

• Serve as a trusted advisor to high-net-worth clients.
• Deliver comprehensive financial guidance.
• Monitor asset allocations, liquidity needs, and investment performance.

Skills

Attention to detail

Analytical skills

Quantitative skills

Job description

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QUAD is currently seeking an Executive Wealth Manager for a clientlocated in the Greater Philadelphia area. Hybrid work environment.

The Executive Wealth Manager will provide high level support to clients regarding financial planning, investment management, and financial guidance while leading a team in support of the firms goals.

The role supports:

Relationship Management & Business Development

• Serving as a trusted advisor to high-net-worth clients
• Delivering comprehensive financial guidance, integrating investment, estate, tax, and retirement planning
• Maintaining an in-depth understanding of clients’ goals, ensuring tailored solutions that evolve with their needs
• Recommending asset allocation and portfolio diversification strategies
• Proactively monitoring asset allocations, liquidity needs, and investment performance
• Presenting customized holistic financial plans utilizing MoneyGuidePro
• 10+ years’ financial services experience
• 5+ years’ in a leadership capacity
• Strong attention to detail
• Excellent analytical and quantitative skills

Employment type: Direct Hire

The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: https://solomonedwards.com/privacy-policy/#ccpa

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Staffing and Recruiting

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