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Regional Managing Director at CooksonPeirce
CooksonPeirce is a successful, well-established wealth management firm headquartered in Pittsburgh, Pennsylvania, with satellite offices in Akron, Ohio; Naples, Florida and Greenville, South Carolina. The company currently has over $2.5 billion in assets under management for over 1,000 private client households. Further information about our firm can be found on our website:
This position will report to the Akron, OH, Branch Manager. You will work directly with him to service a client base of 100-120 client households and continue to develop our relationships with local centers of influence. The focus of your work will be servicing an established client base and client acquisition through an established prospecting network. Your responsibilities will include:
- Client Advice: will work closely with the Branch Manager to provide a high level of personalized wealth management services to the firms private clients. Daily, you will guide clients through their wealth management decisions and provide ongoing guidance thereafter. You will also take primary responsibility for ongoing account maintenance matters and promptly respond to client inquiries and service requests.
- Client Reviews and Retention: will be responsible for independently managing the client review process in the firms Client Relationship Management system (Salesforce). Through this process, you will help to identify and follow through on important client-specific needs to enable the firm to maintain its high level of client retention and growth.
- Financial Planning: must be able to develop comprehensive financial plans using the firms interactive planning software (MoneyGuidePro). You will gather and process all data necessary to analyze diverse financial planning matters including cash flow and retirement needs analysis, debt management, education funding, risk management and other client-specific financial goals.
- Technology: our client service model is supported by software programs integrated for the management of calendars, client information, activities and correspondence, investment accounts and financial plans. You will be responsible for the input and ongoing maintenance of information in these systems.
- Coordination of Professional Services: as part of the clients team, you will work proactively with the clients outside advisors including their accountant, attorney, and insurance providers to ensure that the client is benefiting from the coordination of all professional services.
Requirements:
Bachelors Degree and significant professional designation (CFP, CFA, etc.) or advanced degree (MBA, J.D., PhD)
3-5 or more years experience in one or more private client disciplines (banking, investment, trust or financial planning) preferred
Past history of direct management of client relationships
Knowledge of wealth management and financial planning
Strong personal and entrepreneurial drive and communication skills
Possession of a Series 65 License, knowledge of Salesforce and/or MoneyGuidePro are desired, but not required.
CooksonPeirce offers a highly competitive compensation package and benefits program which includes health insurance, vision, paid time off and a 401K plan. We are seeking an individual with a long-term commitment to the same quality, continuity, and excellence we provide to our clients and each other. This is a unique opportunity to join a mature wealth management firm and grow into a leadership role within the firm.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales-
Industries
Investment Management
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