Job Description

Job Description

Chesapeake Search Partners has partnered with a distinguished private wealth management firm focused on preserving and enhancing client wealth. The Private Client Wealth Manager is a pivotal role within the firm, providing support to leadership on investment evaluation, portfolio management, client presentations, marketing, and client service. This position offers the potential for significant upward mobility and a rewarding long-term career within the firm.

Key Responsibilities:

• Assist lead wealth advisors with evaluating and managing client portfolios, including portfolio implementation, rebalancing, reinvestment of proceeds, loss harvesting, cash activity, and trade execution.
• Prepare and present client-facing materials, leveraging strong Excel modeling and PowerPoint presentation skills.
• Support lead advisors with client prospecting and new business development initiatives.
• Opportunity to become the primary wealth advisor on selected clients within the first year while assisting the team with broader client portfolios.
• Communicate effectively with both internal teams and external clients, maintaining high professional standards.
• Apply a thorough understanding of the firm’s public markets investing philosophy and alternative investment strategies.
• Provide financial planning support, incorporating best practices and sound recommendations.

Qualifications:

• Registered Investment Adviser Representative (IAR) or eligibility; holding or pursuing CFA, CFP, or CPA/PFS designation, or passing the Series 65 or 66 exams.
• 5+ years of relevant financial advisory experience, ideally with demonstrated success in exceeding goals and delivering exceptional client service.
• Bachelor’s degree in Business, Finance, Accounting, or related field; advanced certifications preferred.
• Strong analytical ability and sound judgment with a high attention to detail.
• Highly organized, technically proficient, and able to manage data independently.
• Excellent verbal and written communication skills.
• Collaborative team player with the flexibility to work independently and meet time-sensitive deadlines.
• Familiarity with Charles Schwab custodial services is a plus.
• High professional standards, honesty, and integrity.

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