Register
Recruit Create CV

Senior Wealth Manager Jobs

Event Manager, Family Wealth Alliance
By Charles Schwab At , Chicago $75,000 - $100,000 a year
Required Knowledge, Skills, and Abilities
Management, review, and adherence to venue contract.
Manage attrition, contractual requirements relating to venue contract.
Oversee general room block management, overflow, additional room allocation as needed.
Outsource A/V needs if applicable, work with vendor through pricing comparison, orders, execution, and management.
Manage all special needs, allergies, dietary requirements.
Senior Wealth Manager Jobs
By Leah Yosef International At Los Angeles Metropolitan Area, United States
Outsourced CFO solutions for entertainers and athletes with a full suite of cash management and personal business management services
Extremely competitive payouts, comprehensive benefits, and additional incentives are aligned with distribution of services.
Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
Nuveen Wealth Alternatives Marketing Senior Associate
By Nuveen, a TIAA company At New York, NY, United States
Organizes project teams, assigning individual responsibilities, developing project schedules and determining resource requirements associated with marketing products and media channels.
Monitors the status of marketing projects, including cost, timing and staffing for each product and service.
Ensures adherence to internal and external quality standards and marketing and branding guidelines.
Analyzes status of projects as well as identifies and resolves obstacles to completing projects on time and to budget.
2+ Years Required; 3+ Years Preferred
Ability to communicate effectively in writing as appropriate for the needs of the audience.
Wealth Relationship Manager Jobs
By CAPTRUST At Peachtree City, GA, United States
Prioritization skills, multi-task skills, able to manage many time-sensitive tasks simultaneously
5+ years of applicable industry experience preferred
Four-year college degree in business, preferably with an emphasis in Finance or Accounting
Excellent communication and presentation skills, ability to communicate information to a financially sophisticated audience
Our Employee Benefits Package shows how much we value our team. Some benefits include:
Implement changes, adjustments, rebalancing, recommendations, transitions, etc. of client portfolios with CAPTRUST’s research and trading teams
Senior Wealth Advisor - Schwab Wealth Advisory
By Charles Schwab At , Atlanta, Ga $97,600 - $162,700 a year
Client relationship management software that enables seamless client interactions
Five or more years of advisory experience required
Senior Manager, Schwab Wealth Advisor
Financial Planning software designed for customized client focused portfolio solutions
Access to third party and proprietary research to support the advice recommendations
Ongoing training and commitment to your professional development

Are you looking for a rewarding career in wealth management? Join our team of experienced professionals and become a Senior Wealth Manager. With our comprehensive training and support, you'll have the opportunity to help clients build and manage their wealth. Take the next step in your career and join us today!

Overview:

A Senior Wealth Manager is responsible for providing comprehensive financial planning and wealth management services to high net worth individuals and families. They are responsible for developing and implementing customized financial plans that meet the client’s needs and objectives. Senior Wealth Managers must have a thorough understanding of the financial markets and be able to provide advice on investments, retirement planning, estate planning, tax planning, and insurance.

Detailed Job Description:

Senior Wealth Managers are responsible for providing comprehensive financial planning and wealth management services to high net worth individuals and families. They are responsible for developing and implementing customized financial plans that meet the client’s needs and objectives. Senior Wealth Managers must have a thorough understanding of the financial markets and be able to provide advice on investments, retirement planning, estate planning, tax planning, and insurance. They must also be able to identify and recommend appropriate financial products and services to meet the client’s needs. Senior Wealth Managers must be able to effectively communicate with clients and provide them with clear and concise advice. They must also be able to build and maintain strong relationships with clients.

What is Senior Wealth Manager Job Skills Required?

• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Ability to develop and implement customized financial plans
• Knowledge of financial markets and products
• Ability to identify and recommend appropriate financial products and services
• Ability to build and maintain strong relationships with clients
• Knowledge of tax planning, estate planning, and insurance
• Knowledge of retirement planning

What is Senior Wealth Manager Job Qualifications?

• Bachelor’s degree in finance, economics, accounting, or related field
• CFP or CFA certification preferred
• 5+ years of experience in financial planning and wealth management
• Knowledge of financial markets and products
• Ability to develop and implement customized financial plans
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills

What is Senior Wealth Manager Job Knowledge?

• Knowledge of financial markets and products
• Knowledge of tax planning, estate planning, and insurance
• Knowledge of retirement planning
• Knowledge of investments

What is Senior Wealth Manager Job Experience?

• 5+ years of experience in financial planning and wealth management
• Experience in developing and implementing customized financial plans
• Experience in providing advice on investments, retirement planning, estate planning, tax planning, and insurance

What is Senior Wealth Manager Job Responsibilities?

• Develop and implement customized financial plans for high net worth individuals and families
• Provide advice on investments,