Chesapeake Search Partners
Private Client Wealth Manager (Baltimore)
Chesapeake Search Partners, Baltimore, Maryland, United States, 21276
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 firms 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. Bachelors 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.
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 firms 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. Bachelors 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.