Hybrid Wealth Planner for High-Net-Worth Clients

LourdMurray; Baton Rouge (LA); Hybrid; USD 65,000 - 75,000; Full time

Job summary

A boutique wealth management firm is seeking a Wealth Manager in Baton Rouge to collaborate with advisors and provide tailored financial solutions. Candidates should have over 3 years of experience in wealth management and strong interpersonal skills. Responsibilities include contributing to financial plans and client meetings. This hybrid position offers a competitive salary and opportunities for professional growth, with an annual compensation of $65,000 - $75,000 plus bonuses.

Qualifications

• 3+ years of related industry experience in wealth management.
• Ability to communicate effectively with high-net-worth clients.
• Attention to detail and ability to meet deadlines.

Responsibilities

• Consult on comprehensive wealth management strategies.
• Contribute to financial plans and client meeting preparations.
• Support client services team and manage special projects.

Skills

Wealth management experience

Strong interpersonal skills

Strong organizational skills

Familiarity with eMoney or similar systems

Proficiency in Microsoft Office, CRM (Salesforce)

Education

CERTIFIED FINANCIAL PLANNER (CFP®) designation

Bachelor’s degree

MBA is a plus

Job description

A boutique wealth management firm is seeking a Wealth Manager in Baton Rouge to collaborate with advisors and provide tailored financial solutions. Candidates should have over 3 years of experience in wealth management and strong interpersonal skills. Responsibilities include contributing to financial plans and client meetings. This hybrid position offers a competitive salary and opportunities for professional growth, with an annual compensation of $65,000 - $75,000 plus bonuses.