Wealth Manager

Wealth Manager Everforth CyberCoders - 3.9 Auburn, IN Job Details Full-time 3 days ago Qualifications Financial planning software Bachelor's degree Financial concepts Strategic asset allocation in risk management Full Job Description Wealth Manager Wealth Manager Position Overview We are seeking an experienced Wealth Manager to provide comprehensive financial advice and portfolio management for high-net-worth individuals and families. The Wealth Manager will build and maintain client relationships, develop tailored financial plans, manage investment strategies, and coordinate with tax, legal, and estate professionals to help clients achieve their long-term financial goals. Key Responsibilities Develop and maintain deep, trust-based relationships with individual and family clients by understanding their financial goals, risk tolerance, and life circumstances. Create and implement comprehensive financial plans covering investments, retirement planning, tax optimization, estate planning, and insurance needs. Design and manage diversified investment portfolios, monitor performance, and make tactical adjustments in line with clients objectives and market conditions. Provide ongoing advice and regular portfolio reviews, prepare performance reports, and communicate portfolio changes and strategy recommendations to clients. Coordinate with internal teams and external professionals (tax advisors, estate attorneys, insurance specialists) to deliver integrated wealth solutions. Prospect, cultivate, and onboard new clients through networking, referrals, and targeted outreach to grow the practice. Ensure compliance with regulatory requirements, internal policies, and record-keeping standards; complete required documentation and disclosures. Stay current on market trends, investment products, tax law changes, and best practices in wealth management to continuously enhance client outcomes. Qualifications Bachelors degree in Finance, Economics, Business, or a related field; advanced degree (MBA or Masters in Finance) preferred. Certified Financial Planner (CFP) designation preferred, Juris Doctor (J.D.), or Certified Public Accountant (CPA). Series 65 or equivalent state investment adviser registration preferred. 3+ years of experience in wealth management, private client advisory, or related financial advisory roles, with a proven track record managing high-net-worth clients. Demonstrated expertise in portfolio construction, asset allocation, and risk management across multiple asset classes. Excellent interpersonal and communication skills, with the ability to explain complex financial concepts clearly and build long-term client trust. Strong analytical skills, attention to detail, and proficiency with financial planning and portfolio management software. High ethical standards, client-first mentality, and ability to maintain confidentiality and adhere to compliance requirements. For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 06/04/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.