Senior Wealth Manager - Bluerock Wealth Management

Hightower•Alpharetta, GA

About The Position

Bluerock Wealth Management, part of the Hightower network, is a financial advisory practice focused on providing reliable, thoughtful, and straightforward advice through a collaborative, ensemble approach. This fiduciary, fee-only practice offers comprehensive wealth management services including investing, financial planning, and tax mitigation, utilizing a holistic, data-driven, and inclusive methodology. The Senior Wealth Advisor (SWM) is a key team member responsible for delivering value to clients and supporting the firm's mission. The company emphasizes finding great people, aligning them with roles that leverage their strengths, and supporting their career goals with flexibility.

Requirements

Bachelor’s Degree in finance or accounting.
7+ years in a 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 working with small business owners and physicians.
Knowledge of Salesforce, Black Diamond, BNA, eMoney, Fidelity and Schwab platforms.
Ability to build trust with existing and new clients.
Must be a 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

Serve as a primary 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 in a client’s financial picture.
Stay informed about financial planning trends, including economic, legal, investment, and market developments affecting affluent clients.
Collaborate with operations, planning, and investment teams to implement best practices.
Work with CPAs, attorneys, and other Centers of Influence to meet client goals.
Assist partners with business development, including closing leads and increasing client wallet share.