Wealth Management Specialist jobs in North Carolina

Atlantic Wealth Management, LLC, is an independent, full-service investment management firm focused intently on the growth and protection of our clients' hard-earned wealth through our established process. We value lifelong relationships while providing the highest level of personal service and intimacy one would expect from a boutique financial services firm. By first understanding what is truly most important to each of our clients and their family, we can then develop a plan designed to last for generations. It is our belief that we are called to be the light in our community by loving and caring for others. Our faith in God forms the cornerstone to everything we do - personally and professionally.

We are looking to add a Relationship Manager (RM) to our team. The RM is an implementer and will manage 100-175 relationships. In effect, they manage the assigned clients' portfolios as if he/she is the Financial Advisor (FA) (similar to a PA for a Physician and a Paralegal for an attorney).

RM will manage assigned client relationships and provide excellent service to ensure overall objectives are met related to clients' financial goals.

• Makes tactical portfolio and asset allocation changes; trades in client accounts as needed
• In coordination with the Paraplanner, RM will update financial plans for clients
• Implements financial plans and recommended next steps
• Helps clients make progress towards their goals
• Provides regular market updates
• Communicates the team's outlook and newsworthy items to clients
• Attends annual review with the Financial advisor; provides leadership to clients at other meetings during the year
• Facilitates preparation and necessary tasks for the annual client review
• Implements the action steps from the client review and documents all follow up
• With direction from the Financial advisor, determines the appropriate contact frequency for assigned clients
• Makes proactive outbound calls and communicates regularly with clients and prospective clients
• Other projects as assigned by firm partners

RM Qualifications

The qualified candidate will possess the following traits:

• Personable and relationship focused; able to form strong relationships
• professional in appearance and work experience
• results oriented
• makes good impressions
• displays excellent communication skills
• strong organizational skills
• self-starter, works well independently
• Aptitude and attitude for the business; Licensed in securities and insurance (Life and Health and Long-Term Care)
• Credentials and time spent in the business - ideal candidate will have at least 3 years' experience serving clients
• Heart of a servant and dedicated to caring for others'

RM Background: consider candidates who might be:

• Registered and experienced client associate (must be registered before becoming a RM)
• Financial Advisor who is looking for a better firm culture and alignment; an advisor who may currently be solo who is looking to be part of a team environment
• Mid-level CPA
• Mid-level or junior attorney
• Financial planner
• Personal banker
• Undergraduate with a business degree, or an MBA with some business experience
• Teacher or educator

RM Compensation

• Annual salary begins at $75k dependent upon experience
• Compensation is salary plus semi-annual bonus

RM Accountability

• Strong service experience that the team's clients have come to expect
• Number of contacts made during the year
• Client retention and service score
• Expansion of financial relationship with assigned clients
• Adherence to investment strategy and process provided by the firm's partners
• Number of prospect meetings during the year and conversion from prospects to clients

This company works in partnership with Remarkable People Solutions to fill this position. Any communication from RPS is done on behalf of this company. All positions are direct hire positions with this company and not with RPS

About the Company:
Atlantic Wealth Management