About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role overview

Confidential Client is hiring a Wealth Management Manager / Director to provide financial planning and advisory services to individuals and families in Palm Beach Gardens, FL. This is a full-time, client-facing role focused on building relationships, delivering tailored financial plans, and growing a book of business through prospecting and community engagement.

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Key responsibilities

• Develop tailored financial plans that consider clients’ life stage, income, assets, and long‑term goals.
• Advise clients on risk management, estate planning, retirement strategies, investment options, mutual funds, and insurance solutions.
• Source, prospect, and convert new clients through networking, community engagement, and referral cultivation.
• Maintain detailed client financial profiles and use them to make recommendations that support clients’ financial objectives.
• Deliver compassionate guidance and consistent service during life events or financial setbacks.
• Collaborate with team members, participate in training, and apply feedback to improve client outcomes.
• Use CRM and financial planning software to track client interactions, pipeline, and progress toward goals.

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Qualifications

• Bachelor’s degree in business administration, finance, or a related field.
• Basic understanding of financial advisory responsibilities and interest in wealth management products.
• Strong math, communication, and relationship-building skills.
• Proficiency with Microsoft Office, Google Suite, CRM systems, and financial planning tools.
• Sales or client-facing experience preferred but not required.
• Self-motivated, professional demeanor, and community-minded — ability to engage and leverage local networks.
• Only applicants who live in or near Palm Beach Gardens, FL, will be considered for this role.

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Preferred / Nice-to-have

• FINRA Series 7 and Series 63/66 licenses (considered a plus).
• Prior experience building a book of business or working in wealth management or financial services.
• Familiarity with prospecting techniques and local market dynamics.

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Compensation & benefits

• Base compensation (listed in source): $115,917 yearly (reported).
• Benefits typically provided by Confidential Client may include access to training and development, support for licensing where applicable, and employee benefits — specifics will be provided during the hiring process.

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Why this opportunity

• Work with an established team focused on long-term client relationships and financial outcomes.
• Clear path for professional development and skill-building in financial planning and wealth management.
• Opportunity to make meaningful impact by helping families and businesses meet financial goals.

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Location & employment type

• This position is based in Palm Beach Gardens, FL (local candidates only).
• Employment type: Full-time.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.