Job Description

Our client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Private Wealth Manager in the San Antonio or Greater San Antonio.

As a Private Wealth Manager you will oversee a portfolio of high-net-worth clients, managing the preparation and execution of detailed financial plans and personalized investment strategies. You will utilize your experience with alternative investments and private placements to offer sophisticated solutions tailored to each client's needs. You will conduct comprehensive Financial Planning Reviews and provide consistent, year-round guidance to assist clients in achieving their long-term objectives.

Private Wealth Manager Key Responsibilities:

• Take full ownership of client relationships, including preparing meeting agendas, managing client correspondence, and ensuring all tasks are completed.
• Collaborate with team to conduct prospective client meetings, present the firm's value proposition, and secure new business.
• Implement financial plans and investment strategies.
• Analyze financial data using financial planning software and present findings.
• Provide empathetic financial guidance, understanding the emotional aspects of financial decision-making.

Private Wealth Manager Qualifications:

• Bachelor's degree in Finance, Business, Accounting, or Financial Planning required.
• Minimum of five years of experience in the financial services industry.
• Currently possess Series 7 & 66 (63/65) or ability to acquire upon hire.
• Strong technical and interpersonal skills.
• Collaborative mindset with the ability to contribute effectively within a team environment.

Private Wealth Manager Benefits:

• Flexible work environment with hybrid work schedule opportunity.
• With benefits designed to support you at every stage of your career, you'll be empowered to succeed both professionally and personally.
• Competitive salary of $120-150K per year, plus quarterly bonuses based on company and personal performance. Total Compensation ranges between $160-180K

About Us: Madison Professional Group (MPG) is a third-party recruiting firm and an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

Job Tags

Similar Jobs