Wealth Manager

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We are an RVA local Wealth Management firm looking to add a Wealth Manager to our growing team! We are seeking someone who has worked with high-net worth clients, providing investments and tax guidance.

Wealth Manager Responsibilities

• Partner with outside advisors to ensure comprehensive, coordinated advice that aligns tax, investment, and financial planning strategies.
• Assist high net worth clients with their financial planning to achieve personal financial plans that address their wealth accumulation, preservation, and distribution goals.
• Maintain and build long term relationships with clients, holding regular meetings to address their concerns and needs.
  
  

Wealth Manager Qualifications

• Minimum of 4-5 years' experience in advisory services or related fields.
• Bachelor's Degree from a reputable college or university in finance, economics, accounting, or related skill.
• CFP or CPA is required.
  
  

Wealth Manager Benefits

• Competitive Salary and performance-based bonus!
• Fantastic Benefits package including PTO, health dental vision, and 401K plans.
• Hybrid work schedule!
  
  

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person's age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share. JOB ID: 152811 #post

Greg McLogan

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, $100,000 - $125,000,