Wealth Management Professional
hace 2 meses
About The Colony Group
The Colony Group is a leading financial advisory company that seeks to make a meaningful impact in the lives of its clients and team members. With a rich history dating back to 1986, our company is driven by a singular vision: to provide top-notch investment, wealth, and business management services to high-net-worth and ultra-high-net-worth individuals and institutions.
Our Culture
We pride ourselves on our collaborative and inclusive work environment, where purpose, connection, lifelong learning, diversity, and sustainability are core to our collective success. Our team is comprised of talented professionals who are passionate about delivering exceptional results and making a positive difference in the world.
Job Summary
We are seeking a highly motivated and qualified Wealth Advisor to join our team. The ideal candidate will possess a strong academic and professional background, excellent client service skills, and a commitment to upholding the highest ethical and professional standards.
Key Responsibilities
- Provide high-touch comprehensive wealth management services to high-net-worth and ultra-high-net-worth clients
- Construct and oversee all aspects of managing multiple client relationships, including complex analysis and research related to financial, estate, income tax, and investment planning
- Develop and present solutions across the spectrum of wealth management disciplines for existing and prospective clients
- Coordinate with members of the client's advisory team, including portfolio managers and operations, tax advisors, estate counsel, and other professionals
- Ongoing monitoring and management of the client's wealth management plan
- Communicating the full range of the Company's services and capabilities to clients and prospective clients
Qualifications
- 4+ years of relevant work experience
- Bachelor's Degree
- Achieving or a candidate for at least one of the following advanced degrees or designations: CPA, JD, LLM, MST, or CFP
- An understanding of matters related to income, gift, and estate taxes, investments, employee benefits, insurance, and personal and philanthropic wealth transfer strategies
- Great interpersonal and process management skills
- Analytical expertise, notable attention to detail, and self-initiated follow-through
Preferred Qualifications
- Experience working with C-suite level corporate executives, private equity partners, and/or venture capital partners
Compensation
$105-115k
About Our Company
The Colony Group is a highly selective company that has been recognized as one of the top 75 places to work for financial advisors by Investment News. We are committed to attracting, developing, and engaging the best talent in the industry to provide exceptional services to our clients.
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