Advisory Manager
$100,000–$145,000 year
Hybrid · New York City, New York, United States or Atlanta, Georgia, United States
Job Summary
Advisory Manager to lead a team of financial planning associates, balancing direct client service with team management. Responsibilities include coordinating work of Planning Associates, monitoring quality and adherence to planning standards, mentoring and coaching, addressing personnel needs, communicating departmental goals, conducting regular one-on-one coaching, tracking SMART goals, overseeing performance reviews, supporting promotions, staying current on financial planning tools, and fostering cross-office collaboration. Occasional travel. Qualifications include a Bachelor’s Degree, CFP or CFA certification, 5-8 years in wealth management or financial services, and strong communication and leadership skills. Partial remote work available across multiple offices (Charlotte, Atlanta, Boston, Westwood, Wayne, New York, Annapolis, McLean).
Required Qualifications
- Bachelor’s Degree
- CFP or CFA certification
- Minimum of 5-8 years of experience in wealth management-related or financial services field
- Prior leadership or supervisory experience preferred
Desired Qualifications
- CFP certification
- CFA certification
- Bachelor’s Degree
- 5-8 years of experience in wealth management or financial services
- leadership or supervisory experience (preferred)
- excellent communication, coaching, and conflict resolution skills
- strong Microsoft Office skills
- team player with ability to collaborate across levels
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