Wealth Management Advisor

Alloy Silverstein; Cherry Hill Township (NJ); On-site; USD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking financial services firm as a Wealth Manager, where you will play a crucial role in delivering personalized financial planning and wealth management services. This exciting opportunity involves collaborating with clients to create tailored investment solutions while ensuring compliance with industry standards. With a strong emphasis on customer service and communication, you will thrive in a dynamic environment that values your expertise and dedication. As part of a community-minded team, you will be instrumental in shaping the financial futures of diverse clients, from business owners to professional athletes. If you're passionate about making a positive impact, this role is for you.

Qualifications

• 7+ years of industry experience in wealth management or financial services.
• CFP designation preferred, but can be obtained after starting.

Responsibilities

• Manage client interactions and provide financial planning solutions.
• Prepare financial plans and maintain accurate records for compliance.

Skills

Business Communication Skills

Customer Service

Multi-tasking

Detail-oriented

Computer Skills

Education

College Degree in Accounting or Finance

Tools

Microsoft Office Suite

Redtail CRM

Financial Planning Software

Job description

Job Description

Job Description

ASFS Director

Alloy Silverstein is a multi-office regional accounting and financial services firm seeking a full-time Wealth Manager for our Cherry Hill, NJ office location.

About us

While Alloy Silverstein Accountants and Advisors has been a prominent South Jersey CPA firm since 1959, the financial services division was created in 1999. Led by Managing Shareholder Ren Cicalese, CPA, PFS, CGMA and Director of Financial Services Ronald Donato, MBA, CFP, Alloy Silverstein Financial Services specializes in providing personalized and tax-smart financial planning, investing and retirement solutions, and wealth management services to business owners, families, attorneys, medical professionals, professional athletes, and shared clients of the CPA firm.

Wealth Manager position

This role will be focused on the financial planning and wealth management services side of the firm. The Wealth Manager will initially work alongside the Director of Financial Services to manage daily client interactions, participate in meetings, provide financial planning, investment and insurance solutions for clients and prospective clients, and coordinate this activity with our CPA partners. We would anticipate that the Wealth Manager will become the Director of Financial Services when the current Director retires. This position does require fingerprinting prior to accessing client data or financial paperwork.

Responsibilities include, but not limited to:

• Managing the client experience by greeting clients with both verbal communication and written correspondence
• Analyzing data for client meetings, investment and insurance recommendations
• Preparing financial plans to meet client needs and goals
• Maintaining comprehensive and accurate records, documentation, and reports to assure full compliance as required by board standards and our broker dealer
• Updating CRM and logging of all of the Wealth Manager’s client interaction
• Making recommendations for new client accounts
• Reviewing insurance applications that are initiated by your Administrative Assistants, as well as other relevant information in connection with account opening
• Keeping current on various licensing and Compliance requirements, including continuing education required by our broker-dealer
• Attending weekly status and strategy meetings to address planning of priorities
• Working alongside Marketing to plan mail/email newsletters and client marketing materials
• Becoming thoroughly familiar with broker dealer’s systems and procedures

Requirements:

• Excellent business communication skills with emphasis on a positive customer service experience

· Ability to multi-task in a fast-paced environment while balancing and prioritizing daily responsibilities

• Thorough and detail-oriented
• Strong computer skills

· Prior system and program knowledge a plus: Microsoft Office Suite and Redtail CRM, financial planning software

· Ability to maintain confidentiality and conduct business professionally

· Reliable and dependable with an excellent attendance and punctuality record

· Work well independently and in a team with positive attitude and professional presence

· Have a focus on acting in the best interest of clients and prospective clients

Qualification requirements:

• College degree, preferably in Accounting and/or Finance
• 7+ years of industry experience
• Prior background/experience in Avantax and SEI a plus
• FINRA series 6 and/or series 7, FINRA Series 63 and 65 or 66, and insurance license
• CFP designation preferred, but can obtain after starting
• Able to work flexible and/or overtime hours including Saturday’s and late evenings based upon work and peak busy times during accounting season

This is a full-time position with hours Monday through Friday from 8:00 AM to 5:00 PM. During tax season, additional hours will most likely be required. Compensation is based on experience. Dress code is business casual.

To learn more about the culture and benefits of becoming an Alloy Silverstein Group team member, visit our Careers page.

Alloy Silverstein is an EEO. Our team members are nationally recognized for providing superiorclient service. Join our client-centric, community-minded team today. For immediate consideration, send resume and salary requirements [e-mail] apply at the link below.