Wealth Planner - Bluerock Wealth Management

Hightower Advisors • Alpharetta, GA

1d

About The Position

Your Future Team Bluerock Wealth Management is an established and successful financial advisory practice that 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 the purposeful construction of a well-diversified team, valuing diversity of backgrounds and skills. It is through this ensemble approach that 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. What You'll Do We are looking for a Wealth Planner to help bring our mission to life. The Wealth Planner is an important team member and directly delivers value to our clients.Work with Wealth Managers to service a group of client relationships and facilitate the onboarding of new client relationships. As a Wealth Planner, this individual will support the Wealth Manager on clients with a higher level of complexity. This encompasses the following:

Requirements

• Bachelor’s Degree: Accounting, Finance, or Financial Planning degree is preferred
• CFP®, CFA or Series 65/66 is required
• Excellent attention to detail
• Strong written and verbal communication skills
• One to three years’ experience in providing personal financial advice, which includes investment, tax, estate, and insurance planning
• Ability to work independently and stay organized
• Strong preference for someone with experience working at a fee-only RIA (registered investment advisory) firm

Nice To Haves

• CPA preferred

Responsibilities

• Oversee a schedule of client reviews, along with Wealth Manager, and reach out to clients to coordinate meetings.
• Complete relevant items for client review meetings, including meeting preparation, attending meetings along with a Wealth Manager, taking meeting notes, and following up on action items resulting from meetings.
• Facilitate the onboarding of new clients and support existing clients, including heavy communication with the Operations department
• Gather and organize client financial information from statements, tax returns, insurance policies, and estate plans, to create and implement customized financial plan recommendations for our clients
• Comprehend and flowchart estate planning documents
• Collaborate with the investment team regarding investment-related tasks
• Respond to client service requests
• Assist in the training of other wealth planners
• Review deliverables created by team members and provide guidance
• Communicate effectively across teams
• Continue to expand knowledge across all departments of financial planning, including investments, education planning, insurance, tax, retirement analysis and estate planning
• Achieve proficiency in relevant technologies, including eMoney Financial Planning software, Black Diamond performance reporting platform, BNA Income Tax Planner, Salesforce, Fidelity's Wealthscape platform and Schwab Advisor Services platform

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• 401 (k) 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