Senior Wealth Manager

I. About Us

We are a rapidly growing, boutique, Fee-Only RIA devoted to helping dentists expand what’s possible with money and connect their money to life. We provide a complete suite of integrated financial solutions under one roof including personal bookkeeping, tax, investment management, and comprehensive planning. We are a young company with drive and a start-up mentality.

We are searching for a Senior Wealth Manager to lead our financial planning services for dentists. This requires a desire to become a specialist in all wealth management and financial needs of dentists. You will work closely with a small number of clients in a highly personal and in-depth manner.

www.wealthfd.com | www.taxfd.com

II. Responsibilities

The Highlights:

• Competitive Salary with No Business Development duties.

• Prepare for and present in client meetings in a first chair capacity. You will be leading a team and will be supported by an Associate Wealth Manager.

• Become a subject matter expert in Tax Planning, Cash Flow Management, Student Loan Planning, and Career Planning for Dentists.

• Manage, mentor, and train Associate Wealth Managers on firm processes, technical knowledge, and soft skills.

• Become the main point of contact for all assigned clients. You will be working with clients directly to manage all tasks and maintaining excellent client service.

• Ensure client service workflow is strictly followed. Be organized and ensure no task or clients fall between the cracks. Be proactive.

The Details:

• Lead all client meetings. Take ownership of all client needs.

• Oversee new client onboarding. Review and finalize draft recommendations created by Associate Wealth Managers.

• Be proactive on all client needs and requests.

• Execute trades in client portfolios in line with firm portfolio models and client Investment Policy Statements.

• Be point of contact for all client financial needs. You should be in expert in all Financial Planning subject areas and an expert on your clients.

• Answer all incoming client requests and communications within 1 day.

• Ensure all team members are prepared and up-to-date on clients.

• Become an expert in the financial needs of dentists including career path, ownership considerations, tax management techniques, and more.

III. Requirements

Must Haves:

• Bachelors degree in Financial Planning, Accounting, or related field.

• 3+ Years of Financial Planning and/or Tax Experience

• CFP® Designation. Additional designations like EA or CPA is a plus.

• Ability to reliably commute to our King of Prussia. PA office.

• Excellent communication skills - on the phone, in person, and in writing. Since you’re often the front-line support for our clients, it’s important that you can communicate without errors, promptly, and with ease.

• You’re an organization-pro. Like maybe you alphabetize your spice rack. You keep everything together for our clients – so this is critical.

• You sincerely love working with people. You treat your teammates and clients with respect and care. Our clients become friends and we do everything we can to advocate on their behalf.

• Cloud-based applications, e-signatures, and new technology don’t daunt you. We use a lot of technology.

• Professional ambition. We are growing fast and are looking for people that are excited by taking on new responsibilities.

IV. Benefits

• Competitive salary with track to partnership.

• Open & Unlimited Vacation Policy.

• 100% Employer-Paid Health Insurance, Dental Insurance, Vision Insurance.

• 401(k) with a 5% employer contribution.

• Employer-Paid Amazon Prime Membership.

• Employer-Paid TSA Pre-Check.

• Flexible Dress Code.

• Professional Development Plan including support towards education & conference attendance.

• Company issued cell phone & laptop.

• Quarterly Parties… to celebrate our accomplishments together. Plus we cover the cost of a rideshare service to get you home safely.