Director of Wealth Management

Hawkins Wealth Management

Hawkins Wealth Management is a growing wealth management firm seeking a Director of Wealth Management to assist us in our mission of helping clients achieve their financial goals. Founded in 2012, we offer a team approach to fee-only comprehensive wealth management. Our mission is to have close relationships with our clients, helping them realize their hopes and dreams is truly what makes life better…for all of us. If you have a relentless, burning desire to succeed then we would love to hear from you. This is your chance to play a key role in the future success of our fast-growing organization! 

Description

The Director of Wealth Management is a highly positive and motivated professional with strong leadership skills. This position will work directly with clients and lead a team of relationship managers and paraplanners in offering comprehensive wealth management and financial planning. Duties of this position will evolve over time depending on firm initiatives and the development of specific skill sets and your interests. Applicants should understand their duties may change on a day-to-day basis as they collaborate with all departments to deliver an exceptional experience to HWM clients.  

You are the right person if you have management experience, strong problem-solving abilities and are extremely detail oriented with highly developed organizational skills. Effective communications skills are a must, as well as the ability to cultivate effective and collaborative relationships in a dedicated team culture.

Key Responsibilities
  • Responsible to drive key initiatives and resolution of key issues within the department that are identified on a daily basis
  • Lead, manage, and hold accountable (LMA) the wealth management team to facilitate an exceptional client experience
  • Development and ownership of client service/retention model
  • Analyze core processes, recommend improvements and work with all departments to streamline stages of the client lifecycle using technology
  • Maintain existing client relationships and cultivate new business from those relationships
  • Ensure talent and performance strategies are in place to coach and develop all team members
  • Develops and maintains written systems of all their activities
  • Writes down 6 Most Important and prioritizes them each day before leaving office
  • Remains current on industry through reading & conference attendance

Knowledge, Skills, Abilities

  • CFP® designation
  • Bachelor’s degree or higher
  • 10+ years of experience in wealth management or financial planning 
  • A genuine interest in service and caring for other people
  • Able to work independently and as a member of a team, balance multiple responsivities, and demonstrate exceptional time and calendar management
  • Self-starter, takes initiative, and is excited about taking a project from idea to completion
  • Excellent computer skills along with the ability to learn in-house software and tools
  • Superb communication, organizational, and client service skills
  • Strategic thinker with a focus on process improvement
  • Knowledge of EOS is a plus
Job Benefits:
  • Total compensation package includes;
    • Competitive salary
    • 401(k) with company match and profit-share potential
    • Medical, Dental, Vision, Short-term Disability & Long-Term Disability insurances available
    • PTO & paid holidays

Hawkins Wealth Management is an Equal Opportunity Employer. We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on improving our client’s lives.

For more information about our company, please visit our website www.hawkinswealth.com. 

COVID-19 Precautions:

Social distancing measures are taken and face masks are required. Meetings are by appointment only.

Application Instructions:

If you’re interested in this opportunity, please send your resume and letter of interest to Nicole Parsons at nicolep@hawkinswealth.com. Given the high demand for this position, we’re only able to contact the most qualified candidates. 

Applying for:

Director of Wealth Management

Hawkins Wealth Management

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Job ID: 73150

Posted 12 days ago

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