BT Wealth Management is an independent, fee-only Registered Investment Advisor that provides comprehensive investment management and financial planning services to high-net-worth individuals and families. We take pride in our culture and are looking to add a talented individual seeking to be part of a dynamic, growing wealth management firm.
The position has partnership potential and requires strong written and verbal communication skills, an energetic and positive attitude, and an entrepreneurial mindset.
Responsibilities
- Drive business results by developing, managing and expanding client relationships through referrals and new business development activities
- Earn clients’ trust by thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
- Advise clients on all aspects of wealth management including: asset allocation, investment management and wealth planning
- Serve as a resource for clients with complex wealth management needs and financial planning solutions
- Exhibit technical knowledge and competency in investment management, retirement and cash flow planning
- Become an expert of BT Wealth Management’s investment philosophy, private funds and the securities utilized in client portfolios
