PRINCIPLE WEALTH MANAGER
On-site · West Palm Beach, Florida, United States
Job Summary
Principal/Senior Wealth Manager responsible for managing and growing a portfolio of middle-to-large client relationships, self-sourcing new business, and providing comprehensive wealth-management guidance. Collaborates with investment professionals, articulates investment thinking, defines client goals and risk tolerance, models and forecasts investment proposals, optimizes asset allocations, analyzes balance sheets for unrealized opportunities, and ensures tax-efficient asset/liability alignment. Manages client portfolios, serves in a consultative capacity, pursues new revenue opportunities, and mentors less-experienced team members while ensuring compliance and risk controls. Frequent in-person client meetings and coordination with teams to deliver wealth-management capabilities.
Required Qualifications
- Bachelor’s degree or the equivalent combination of education and experience is required
- Advanced/graduate degree preferred
- 10 years of total work experience preferred
- Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred
- Strong analytical and problem solving skills
- Proficiency with Microsoft Office
- verbal and written communication skills preferred
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