Strategic Wealth & Planning Manager

Fiduciary Counselling, Inc.; Tacoma (WA); On-site; USD 80,000 - 100,000; Full time

Job summary

A private wealth management firm is seeking a Financial Manager to partner with Client Advisors for comprehensive client financial management. Responsibilities include coordinating financial activities, ensuring precise execution of services, and providing proactive financial insights. Ideal candidates should have a bachelor's degree in finance or related field, at least 5 years of experience in financial planning, and strong communication skills. Advanced certifications like CFP or CPA are preferred.

Qualifications

• Bachelor’s degree required; degree in finance, accounting, financial planning, business, or related field preferred.
• Minimum 5 years related experience required in financial planning, accounting, or finance.
• Advanced certifications such as CFP, CPA, or CPWA preferred.

Responsibilities

• Primary coordinator of day-to-day financial management activities for assigned clients.
• Communicate professionally with clients in alignment with the Client Advisor.
• Conduct ongoing reviews and analysis of clients’ financial positions.

Skills

Accountability & Execution

Communication

Critical Thinking & Problem-Solving

Decision Making & Judgment

Relationship Building & Collaboration

Empowerment & Delegation

Technical & Professional Expertise

Education

Bachelor’s degree in finance or related field

Tools

Microsoft Office

Financial planning software

Job description

A private wealth management firm is seeking a Financial Manager to partner with Client Advisors for comprehensive client financial management. Responsibilities include coordinating financial activities, ensuring precise execution of services, and providing proactive financial insights. Ideal candidates should have a bachelor's degree in finance or related field, at least 5 years of experience in financial planning, and strong communication skills. Advanced certifications like CFP or CPA are preferred.