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Team Manager / Wealth Advisor

 

RegentAtlantic is searching for highly motivated individuals to join the team as key members of our Wealth Advisor ensemble teams. As a Team Manager/Wealth Advisor, you will work closely with the Team Leader, Wealth Advisors, Associate Wealth Advisors, Client Relationship Specialists and Team Assistants to ensure the team’s portfolio of prospects and clients have excellent experience/outcomes. During your Team Manager tenure, you will also become the Primary Servicing Wealth Advisor on clients who have been transitioned to you from seasoned Wealth Advisors, which provides an excellent foundation to build your practice as you hone your financial planning and business development acumen before formally “launching” as a full-fledged Wealth Advisor. A few of the key area of responsibilities are as follows:

Team management

  • Conduct weekly team meetings, assign tasks across the team
  • Help set priorities across tasks; connect dots; escalate issues where needed

Wealth and financial planning

  • Become an advanced practitioner with the ability to apply wealth and financial planning best practices
  • Continue to develop specialty thought leadership areas contributing to blogs, vlogs, webinars, and other events

Client relationship management and business development

  • Manage client relationships consistent with RegentAtlantic’s planning and investment practices
  • Own all aspects of pre- and post-client meeting activities g., meeting agendas, client paperwork, etc.

Qualifications

  • Minimum of 5 years of experience working in similar role
  • CFP® or [attainment within 1 to 2-years after joining]
  • CPA, CFA or JD is a plus
  • Series 65 or attainment within 90 days after joining firm, if required
  • Strong financial and analytical skills
  • Strong verbal and written communication skills
  • Strong persuasive and interpersonal skills

Apply here

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