Our client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Private Wealth Manager in the San Antonio or Greater San Antonio.
As a Private Wealth Manager you will oversee a portfolio of high-net-worth clients, managing the preparation and execution of detailed financial plans and personalized investment strategies. You will utilize your experience with alternative investments and private placements to offer sophisticated solutions tailored to each client's needs. You will conduct comprehensive Financial Planning Reviews and provide consistent, year-round guidance to assist clients in achieving their long-term objectives.
Private Wealth Manager Key Responsibilities:
Private Wealth Manager Qualifications:
Private Wealth Manager Benefits:
About Us: Madison Professional Group (MPG) is a third-party recruiting firm and an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.
...potential. Finally, but most importantly, we expect all team members to be treated with dignity and respect. If you have a disability and need an accommodation in relation to the online application process, please email us at Roche.****@*****.***...
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