Private Wealth Manager jobs in United States
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UpTick Financial- Advisor Recruiters and Consultants · 16 hours ago

Private Wealth Manager

positionNYC Metro Area
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date4+ years exp

UpTick Financial is seeking experienced Private Wealth Managers to join their elite team. The role involves providing bespoke investment strategies, managing client portfolios, and expanding the client base while ensuring exceptional client retention.

Financial Services
Hiring Manager
Marc Elia
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Responsibilities

Provide bespoke, comprehensive investment strategies and services to clients
Exhibit a proven record of client retention and the capability to expand a book of business
Prepare and deliver compelling presentations and proposals to prospective clients
Increase brand visibility and market services strategically
Stay abreast of industry trends and maintain advanced financial knowledge
Leverage and expand an established network of referrals
Partner with the home office to manage and optimize clients’ financial portfolios
Oversee portfolio management and ensure exceptional client retention
Fulfill all Continuing Education requirements

Qualification

Wealth Management experienceInvestment policy planningStrategic asset allocationPortfolio managementFINRA Series 7Certified Financial Planner (CFP)Client portfolio managementComputer applications proficiencyClient retentionTeam collaboration

Required

4+ years of Wealth Management experience
Bachelor's degree with a minimum of 4 years of experience in wealth management, financial advisory, or related financial services, demonstrating a history of success
Proven ability to work both independently and as part of a team to achieve shared goals
Proficiency in computer applications: Outlook, Excel, Word, and PowerPoint
Clean U4
Must hold FINRA Series 7 or 65
Experience managing a client portfolio with $25MM+ in Portable AUM

Preferred

Certified Financial Planner (CFP) designation is preferred but not mandatory

Benefits

Competitive transitional bonus based on production

Company

UpTick Financial- Advisor Recruiters and Consultants

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Employers strive to attract the best candidates to expand their organization throughout the Financial Services Industry.
location
Red Bank, NJ, US
people-size11-50 employees
web-link
https://www.uptickrecruiting.com/

Funding

Current Stage
Early Stage

Leadership Team

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Marc Elia
Founder
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Company data provided by crunchbase