You will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth prospective clients. You will work closely with a team of wealth management professionals and other Wetherby team members to provide excellent service to Wetherby clients.
Your Role and Responsibilities:
Managing individual relationships with high net worth clients, which includes:
Establishing client relationships
Gathering client data, both quantitative and qualitative, and working with clients in understanding and defining their financial planning and investment needs and objectives
Reviewing and analyzing a client’s current financial situation and being able to advise on investment strategy, income tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management and education funding
Identifying potential issues the client may have, explaining financial planning concepts, clarifying client goals and preparing financial plans
Designing long-term investment strategy and appropriate asset allocation with clients, as well as implementing and monitoring investment portfolios and asset allocations
Developing new client relationships and supporting Business Development efforts
You will be joining a team that is dedicated to helping our clients achieve their goals by providing exceptional investment management and wealth planning services. Putting our clients first guides our decision-making and culture, and allows us to build long-term, caring and trusted relationships.
We love working in a professional yet relaxed working environment. We encourage openness, active listening, mutual respect, candor and integrity. We cultivate a diverse and inclusive work environment where we encourage a work/life balance through a generous PTO policy and flexible work hours. We enjoy each other's company at team and semi-annual firm wide outings.
Our New York City office space, fully equipped with standing desks, is located in Rockefeller Plaza, close to the subway and Grand Central Station in Midtown Manhattan.
More About You:
10+ years of investment advisory experience
Have experience working with clients whose assets are in excess of $5 million
Have depth of knowledge in at least one key area of financial planning
Display excellent organizational, analytical, critical thinking, communication and social skills, a proactive approach to problem solving, and take immediate ownership of your work
Our firm aims to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves. Our diversity drives us forward and helps us build deeper relationships with our clients and our community.
Wetherby is an equal opportunity employer. Wetherby prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics).
Additional Salary Information: OUR COMPENSATION AND BENEFITS:
We provide a competitive salary commensurate with your experience and skills and offer an annual bonus based on company and individual performance.
•Medical, dental, vision, EAP, and disability coverage, along with HSA and FSA options
•Healthcare Advocates services for you and your family
•Quarterly retirement plan profit-sharing contributions after one year of employment
•Educational reimbursement, including partial sponsorship of the CFP and CFA with manager approval
About Wetherby Asset Management
Wetherby Asset Management is a San Francisco-based wealth management firm founded in 1990. We are 100% privately-owned and currently have over 70 employees. Our minimum account size is $10 million and our assets under advisement total over $6.5 billion*. Wetherby provides services to individuals, families, and institutions. Wetherby was recognized as a B Corp Best for the World for Workers in 2017, 2018, and 2019.