Senior Wealth Manager - Bluerock Wealth Management

Hightower Advisors • Alpharetta, GA

1d

About The Position

Bluerock Wealth Management, part of the Hightower network, is a fiduciary fee-only financial advisory practice that emphasizes a collaborative, client-centric approach. They focus on providing reliable, thoughtful, and straightforward advice across investing, financial planning, and tax mitigation. The practice values diversity in its team members and aims to create increasing value for clients through a holistic, data-driven, and inclusive approach. They are seeking a Senior Wealth Advisor (SWM) to deliver a high level of personalized service, acting as a primary resource for clients' financial needs. The role offers opportunities for internal growth and career development, with flexibility in career paths.

Requirements

• Bachelor’s Degree in finance or accounting
• 7+ years in client facing role
• CFP®, CPA or CFA designation required
• Detailed knowledge of tax knowledge is required
• Detailed knowledge of complex estate planning concepts and implementation
• Familiarity with the aspects of working with small business owners and physicians
• Knowledge of Salesforce, Black Diamond, BNA, eMoney, Fidelity and Schwab platforms
• Ability to get started with building trust with existing and new clients
• U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future

Nice To Haves

• Knowledge of the fee-only space will be given preference

Responsibilities

• Be a resource for clients on investments, tax planning, estate planning, insurance, education and retirement planning
• Conduct in-depth reviews for clients and prospective clients
• Develop financial plans and strategies
• Facilitate meetings with clients and potential clients
• Identify opportunities or pitfalls that may be present when it comes to all facets of a client’s financial picture
• Stay informed about the landscape of financial planning, including economic, legal, and investment trends, and general market developments and challenges that may affect affluent clients
• Work with members of the operations, planning and investment teams to create/incorporate best practices
• Collaborate with CPAs, attorneys and other Centers of Influence to meet client goals and needs
• Assist partners with business development including closing leads and helping increase client wallet share

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k Matching Plan
• Paid Parental Leave
• Student Loan Assistance
• Pet Insurance
• Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
• Work/life Balance: Vacation time, flexible schedule
• Career Path Opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Senior