LHH is searching on behalf of a growing financial services client in Albuquerque, NM looking to add a Senior Wealth Manager to their team. In this role, you will be responsible for delivering comprehensive financial planning and investment management services to high-net-worth clients. You will play a key role in building and maintaining client relationships, developing tailored financial strategies, and helping clients achieve their financial goals. The ideal candidate has strong experience in wealth management, a passion for client service, and the ability to work both independently and collaboratively.

Key Responsibilities:

• Provide personalized wealth management advice and financial planning services to high-net-worth clients

• Develop and implement customized financial strategies, including retirement planning, investment management, tax planning, and estate planning

• Manage client relationships, ensuring regular communication and excellent service

• Conduct portfolio reviews and provide ongoing investment recommendations based on market trends and client needs

• Collaborate with internal teams to ensure a comprehensive approach to each client’s financial needs

• Stay up to date on financial markets, industry trends, and regulatory changes

• Ensure compliance with all relevant legal and regulatory requirements

Qualifications:

• Bachelor's degree in Finance, Accounting, or related field (Master's degree or CFP designation preferred)

• 7+ years of experience in wealth management, financial planning, or investment management

• Proven track record of managing high-net-worth client relationships

• Strong understanding of investment strategies, retirement planning, tax planning, and estate planning

• Excellent communication and interpersonal skills, with the ability to build trust with clients

• Ability to work independently in a remote setting while collaborating with internal teams

• Proficiency in financial planning software and tools

What's Offered:

• Competitive salary and bonus structure

• Full benefits package including medical, dental, and vision

• 401(k) with employer match

• Generous paid time off and holiday schedule

• Professional development and certification support

• A collaborative and supportive company culture

• Fully remote work environment

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance