Wealth Manager - Baton Rouge

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

Overview

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 channeling 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.

This is currently a hybrid role. The selected colleague will work at our Baton Rouge office four days per week with the remainder worked remotely. Our hybrid model is being evaluated by management and subject to change.

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.

COMPENSATION

$65,000 - $75,000 annually, + discretionary annual bonus

Responsibilities

• Consults 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 internal departments to provide seamless execution of plan designs including but not limited to onboarding, implementation, and general account maintenance.
• Provides support to the client services team.
• Special projects as assigned.

Skills/Experience

• 3+ 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

• CERTIFIED FINANCIAL PLANNER (CFP ® ) designation or progress towards completion.
• 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.

About LourdMurray

Founded in 2006, LourdMurray is a boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, artists, entertainers, athletes and other extra ordinary individuals and their families. Our deep experience working with such accomplished people gives us an intimate understanding of the unusual financial challenges they face. We provide simplicity for their lives by helping them make more informed, confident, financial decisions so they can continue to pursue their passions.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.