What You Will Do:
- Act as the main point of contact for a group of the team’s client households.
- Lead each client’s financial planning and portfolio management, taking a complete view that covers investments, cash flow, tax, estate matters, risk and benefits.
- Assess each client’s existing holdings and goals, then build a tailored portfolio that fits within firm policy.
- Chance to develop deeper expertise in a technical field, which may include:
- Investments: join the firm’s investment committee and take responsibility for one part of the market.
- Financial Planning: focus on a single planning discipline and act as the firm’s go-to internal specialist.
- Business Development: Partner with other departments to advance growth initiatives.
What You Bring:
- At least 3 years in Wealth Management, with a proven record of building and keeping client relationships
- CFP® or CFA designation, or a passed exam toward either, is strongly preferred
- Bachelor’s degree from an accredited college or university
- Careful, precise and well organized
- Unquestionable integrity
- A genuine “client-first” attitude
Pay & Benefits Package:
Salary Range: $100,000 – $145,000 base (before any incentive pay). This is the range Northwise expects to offer for this role as of the date of this listing. In line with applicable law, final pay will reflect the candidate’s skills, credentials and experience as well as the needs of the role, and Northwise may adjust this range at any time. Our benefits package includes: a Fully Paid Medical Plan (no in-network co-pays or deductibles), Dental, Vision, Life and AD & D coverage, Long-Term Disability, Short-Term Disability, an FSA, and a generous 401(k) match with both Traditional and Roth 401(k) options.
