Wealth Manager

CivicMinds, Inc; Los Angeles (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

CivicMinds, Inc. is seeking a Wealth Manager to collaborate with Wealth Advisors and Senior Wealth Managers, creating tailored financial solutions based on clients' unique circumstances. The role emphasizes independent advice and customized service within an established wealth team.

The successful candidate joins a growing wealth management group focused on employee development and high-net-worth client service, delivering strategic planning and ongoing support.

Qualifications

• 5+ years of related industry experience in wealth management.
• Experience servicing high-net-worth clients.
• Proficient with eMoney or similar portfolio planning systems.
• Proficient in Microsoft Office and Salesforce.
• Strong communication and organizational skills.

Responsibilities

• Identify planning opportunities and coordinate delivery of comprehensive wealth management solutions.
• Prepare client meetings, develop financial plans, and conduct follow-up communications.
• Collaborate with external parties and internal departments for plan designs and implementation.
• Support client services and portfolio operations teams in meeting client needs.
• Undertake special projects as assigned.

Skills

Interpersonal skills

Organizational skills

Communication

Team collaboration

Education

Bachelor's degree

MBA

Tools

eMoney

Salesforce

Job description

The Wealth Manager is a vital collaborative role within our wealth solutions team. Working closely with our Wealth Advisors and Senior Wealth Managers, the Wealth Manager will be tasked with meaningfully impacting clients’ financial standing by creating tailored financial solutions based upon their distinctive facts and circumstances. As a valuable internal and external partner, the Wealth Manager is tasked with identifying planning issues and opportunities and channelling them upwards to the senior members of the team. The successful candidate will join an established wealth management and financial planning team providing independent advice and customized service to clients. Our focus on employee growth and development, combined with your ambition, will equip you with the experience and knowledge needed for success in this role.

RESPONSIBILITIES:

• Identifies planning opportunities and coordinates on the delivery of solutions for a comprehensive wealth management strategy to clients and and/or their advisers.
• Will directly contribute to client meeting preparation, development of financial plans, and meeting follow-up communications efforts.
• Collaborate with external parties and internal departments to provide seamless execution of plan designs including but not limited to onboarding, implementation, and general account maintenance.
• Works with the client services and portfolio operations team in supporting the client needs.
• Special projects as assigned.

SKILLS/EXPERIENCE:

• 5+ years of related industry experience: wealth management, financial planning for high-net-worth clients.
• Strong interpersonal skills: the ability to communicate effectively with executives, wealthy individuals, and family office-type clients.
• Strong organizational skills: the ability to multi-task without sacrificing accuracy or quality.
• Familiarity with eMoney or similar portfolio accounting systems.
• Proficiency in Microsoft Office, CRM (Salesforce), and other task management applications.

QUALIFICATIONS:

• Bachelor’s degree (MBA is a plus).
• A general understanding of personal tax issues.
• Thorough, attentive to the details, and accountable to deadlines and clients.
• Entrepreneurial-minded: a self-starter who excels in a fast-paced, dynamic environment.