What are the responsibilities and job description for the Wealth Manager position at LourdMurray?
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 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 role requires strong interpersonal skills, the ability to communicate effectively with executives, wealthy individuals, and family office-type clients. A strong understanding of personal tax issues and familiarity with eMoney or similar portfolio accounting systems are also required.
The Wealth Manager will collaborate with internal departments to provide seamless execution of plan designs including onboarding, implementation, and general account maintenance. They will also contribute to client meeting preparation, development of financial plans, and meeting follow-up communications efforts.
A CERTIFIED FINANCIAL PLANNER (CFP ) designation or progress towards completion is highly desirable. Additionally, a Bachelor's degree (MBA is a plus) and entrepreneurial-minded attitude are preferred.
LourdMurray is a boutique, fee-only wealth manager specializing in serving complex needs of business leaders, artists, entertainers, athletes, and other extraordinary individuals and their families. Our deep experience gives us an intimate understanding of unusual financial challenges they face.
We are an equal opportunity employer and do 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, gender identity or expression, genetic information, or any other consideration made unlawful by applicable federal, state, or local law.
