What are the responsibilities and job description for the WEALTH DIRECTOR (Hybrid Schedule or possible remote) position at TSNpartners?
Responsibilities:
- Identify, cultivate, and maintain relationships with high-net-worth clients.
- Successfully transition $50M in assets under management.
- Provide comprehensive financial planning services, including estate planning, tax planning, and investment strategies.
- Mentor and develop team members to achieve firm goals.
- Leverage technology tools, such as Salesforce, to enhance efficiency and client service.
- Contribute to marketing efforts, including writing blogs and creating content.
Required Qualifications:
- 10 years of experience in wealth management or financial planning.
- Successful track record of transitioning significant assets.
- Strong knowledge of financial planning principles, including estate planning and tax strategies.
- Excellent communication and interpersonal skills.
- Proficiency in Salesforce and other relevant technology tools.
- Ability to work independently and as part of a team.
Preferred Qualifications:
- Experience with Carson Group systems.
- Ability to write engaging blog posts and create marketing content.
- Existing network of high-net-worth clients.
Job Type: Full-time
Pay: $200,000.00 - $230,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
Application Question(s):
- How long you've been working as a Wealth Managing Director?
- How many years of experience do you have with corporate tax?
- How many years of experience do you have with Carson Group systems?
- How many years of experience do you have working with high-net-worth clients?
- Are you proficient in Salesforce and other relevant technology tools?
- Are you willing to work on a hybrid schedule in Hauppauge, NY?
- How much is your target salary on a W2?
Work Location: In person
Salary : $200,000 - $230,000