Wealth Manager

STANSBERRY ASSET MANAGEMENT, LLC•Westlake, TX

About The Position

Stansberry Asset Management is a boutique wealth management firm dedicated to delivering personalized financial planning and advisory services to high-net-worth individuals and families. As a Wealth Manager, you will partner closely with clients to understand their financial goals, develop tailored strategies, and provide comprehensive guidance to support their long-term financial success. This role requires strong relationship management skills, technical expertise, and a proactive, client-centered approach to wealth planning.

Requirements

Bachelor’s degree in Finance, Business, or a related field required.
Series 65 license required.
CFP® certification required or actively pursuing CFP® designation.
3+ years of experience in wealth management, financial planning, or a related advisory role.
Proven experience managing complex client relationships and high-net-worth portfolios.
Strong understanding of financial planning principles, investment strategies, tax planning, and estate planning concepts.
Excellent communication, interpersonal, and relationship management skills.
Ability to build trust and credibility with high-net-worth clients and their families.
Highly detail-oriented with strong analytical, organizational, and problem-solving abilities.

Responsibilities

Conduct comprehensive financial assessments, including analysis of income, expenses, assets, liabilities, and overall financial health.
Partner with clients to define and prioritize financial goals and long-term objectives.
Develop customized financial plans encompassing investment management, tax planning considerations, estate planning, retirement planning, and risk management strategies.
Serve as a subject matter expert and provide guidance to junior team members on complex financial planning matters.
Deliver strategic recommendations aligned with clients’ evolving financial needs and objectives.
Design and manage investment portfolios tailored to clients’ risk tolerance, time horizon, and financial goals.
Develop tax-efficient strategies aimed at minimizing liabilities and optimizing financial outcomes.
Identify estate planning needs, including wills, trusts, and wealth transfer strategies, while coordinating with external legal and tax professionals as needed.
Evaluate financial risks and recommend appropriate risk mitigation and insurance solutions.
Build and maintain strong, long-term client relationships through proactive communication and exceptional service.
Monitor client progress and adjust financial plans and strategies as circumstances evolve.
Ensure compliance with all applicable financial regulations, fiduciary responsibilities, and ethical standards.
Stay informed on industry trends, market conditions, regulatory developments, and best practices.
Pursue ongoing professional development and continuing education opportunities.