Wealth Manager – Portland, Maine (Flex)

Posted 2 months ago

Our client, a comprehensive wealth management organization headquartered in Boston is hiring a Wealth Manger. The firm is 100 % independent and employee-owned, and known for its comprehensive approach to wealth management.

The Wealth Manager has responsibility for his or her client relationships and plays an active role in business development. Working with a Client Service Associate and member of the  Estate and Financial Planning Team, the Wealth Manager coordinates the development of the investment and wealth planning program for clients. They also work with our Chief Investment Officer and Analysts for client investment selection and strategies. Our Wealth Managers are visible in their communities, and their involvement in social and professional networks drives  new business growth.

Job Specifications:

The Wealth Manager has overall responsibility for originated and assigned client relationships, including:

  • Responsibility for setting, implementing, and monitoring each client’s portfolio strategy;
  • Collaborating on the development and management of the client family’s wealth plan designed by the  Estate and Financial Planning group;
  • Supervising and mentoring a Client Service Associate on the day to day management of client relationships;
  • Active engagement in new business development effort, including individual networking and participation in  events

Qualifications The ideal candidate will have a strong academic background and a minimum of 15 years of experience as a wealth advisor to high-net-worth families. A graduate degree or advanced certifications including the CFA or CFP designations are strongly preferred. Compensation for this position includes salary, discretionary bonus, and the opportunity to earn new business incentives.  As an employee-owned company, a successful Wealth Manager has the opportunity to become a shareholder and share in profit distributions.