Wealth Manager

Stansberry Asset Management (SAM) is proud to be recognized as a certified Great Place to Work, reflecting our commitment to fostering a supportive, positive, and collaborative environment where employees truly enjoy coming to work. Here, employees engage in meaningful work, directly helping clients achieve their financial goals, which brings a deep sense of purpose and satisfaction.

Our culture is rooted in collaboration, inclusion, and transparency, with accessible leadership that values input and creates a genuine sense of belonging.

While skills and expertise matter at SAM, finding the right culture fit is our top priority. We seek individuals who bring a commitment to hard work and excellence, while also embodying our core values of collaboration, respect, and integrity. We believe skills can be developed, but a strong work ethic and the right attitude are crucial for achieving long-term success—for both our team and our clients.

At SAM, it’s not just about having a job; it’s about joining a community where you feel valued, supported, and empowered to grow!

Job Summary:

The Wealth Manager will play a crucial role in providing comprehensive financial planning services to our clients, helping them achieve their financial goals. Requires a deep understanding of financial markets, investment strategies, and a client-centric approach to wealth management.

Responsibilities:

• Conduct thorough financial assessments for clients, analyzing income, expenses, assets, and liabilities.

• Collaborate with clients to understand their financial goals, aspirations, and risk tolerance.

• Develop customized and holistic financial plans that encompass investment management, estate planning, and risk management.

• Provide strategic recommendations aligned with clients' financial objectives.

• Offer expert advice on investment opportunities, asset allocation, and portfolio construction.

• Build and maintain strong relationships with clients through effective communication and understanding of their evolving needs.

• Conduct regular client meetings to review financial plans, discuss investment strategies, and address client inquiries.

• Prepare and maintain accurate documentation of client information, financial plans, and related materials.

• Generate clear and concise reports and presentations for client meetings.

• Assess potential risks associated with clients' financial situations and recommend risk mitigation strategies, including insurance solutions.

• Stay informed about industry trends, regulations, and best practices.

• Ensure compliance with relevant financial regulations and ethical standards.

Qualifications:

• Bachelor's degree in finance, business, or a related field.

• Must have Series 65 or Series 66 and CFP or currently studying for your CFP.

• 5 to 7 years of relevant experience in wealth management, financial planning, or a related field.

• Strong knowledge of financial planning principles, investment strategies, and estate planning.

• Excellent communication and interpersonal skills.

• Detail-oriented with strong analytical and problem-solving skills.

• Ability to build trust and rapport with high-net-worth clients.

• Proficiency in financial planning software and tools.