Senior Wealth Manager - Bluerock Wealth Management

Hightower • Alpharetta, GA

5d

About The Position

Bluerock Wealth Management is an established and successful financial advisory practice which is part of the larger Hightower network. Our practice is an ensemble, where team members collaborate as one on behalf of our clients. We believe our collaborative relationships and approach create results for every client we serve. Shunning the legacy “sales” driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of life’s journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice by a purposeful construction of a well-diversified team, valuing diversity of backgrounds, and skills. It is through this ensemble approach we attempt to create ever increasing value to our clients. This is a fiduciary fee-only practice. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial planning, and tax mitigation. We employ a holistic, data-driven and inclusive approach. Make a plan. Make an investment. Make a difference. We are looking for a Senior Wealth Advisor (SWM) to help bring our mission to life. The SWM is an important team member and directly delivers value to our clients. We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don’t need to feel locked into a fixed path or role. We are looking for an experienced Senior Wealth Manager to deliver a high level of personalized, attentive service to our clients, serving as a primary resource for all financial needs. You have experience making a positive impact on clients’ lives. You are a proactive learner, who produces results amid varying work demands. As a growing company, Bluerock offers plentiful opportunities for internal growth and career development. You will report to a Partner of the practice.

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.

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: Mid Level
• Number of Employees: 501-1,000 employees