Senior Wealth Manager - Bluerock Wealth Management

Hightower • Alpharetta, GA

23h

About The Position

Bluerock Wealth Management, part of the Hightower network, is a financial advisory practice focused on providing reliable, thoughtful, and straightforward advice to clients. They operate as a fiduciary fee-only practice, offering comprehensive wealth management services including investing, financial planning, and tax mitigation with a holistic, data-driven, and inclusive approach. The Senior Wealth Advisor (SWM) is a key team member responsible for delivering value to clients and will report to a Partner. The company emphasizes finding great people, aligning them with their strengths, and supporting their career goals with flexibility.

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.
• You are 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

• 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)
• Vacation time
• flexible schedule
• Career Path Opportunities

What This Job Offers

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