Wealth Management Specialist jobs in Norfolk, VA

The Buckingham Strategic Wealth Client Relationship Specialist (CRS) enhances the client experience by providing exceptional client service and supports each advisor with the operational needs of his or her clients. The CRS develops and maintains good working relationships with clients and advisors. This is accomplished through ongoing communication, excellent client service and outstanding operational support. The CRS is the first person to greet clients as they visit our office, and the main client contact in scheduling remote meetings and phone calls. 

An exciting opportunity to join a busy and growing wealth management team. The hours are Monday through Friday from 8:30 a.m to 5:00 p.m. Buckingham provides associates the opportunity to work a hybrid model. Teams are typically in the office 2 days per week and have the ability to work from home 3 days per week.

Essential Duties and Responsibilities

• Meets and, when possible, exceeds the Service Standards for the department
• Through their work, actions and words, demonstrates and models the firm’s core values
• Successfully completes at high level and on time their Associate Goals and actively plays a role in execution of Team Plans for the department
• Provides quick and accurate answers to operational questions from advisors and clients
• Provides comprehensive operational support to clients, including facilitating all monetary, maintenance, and paperwork requests through CRM
• Monitors pending new accounts and transfers
• Handles all communication between custodians and advisors or clients, including researching custodial issues
• Analyze processes and procedures to identify improvements or efficiencies that can be created
• Becomes a student of the business, through job shadowing, educational opportunities, etc.
• Provides on-demand and scheduled reports to advisors and clients, as requested
• Participates in and contributes to weekly Client Service meeting and other committee meetings, as assigned
• Review quarterly reports for accuracy and collates the letters
• Tracks and completes any special projects throughout the year, including advisor notifications and year-end RMDs

Required Skills and Experience

 Education and/or Work Experience

• Bachelor’s Degree and 2 years work experience in the financial services industry OR 4 years work experience in the financial services industry
• Working knowledge of Windows Operating systems & Microsoft Office
• Experience with tools used on daily basis – CRM (Salesforce) and Custodians

Other Qualifications

• Ability to be a self-starter and self-manage
• Strong communication, listening, and relationship management skills
• Strong organizational skills and follow-through for maximum client satisfaction
• Highly service oriented
• Team player and collaborative
• Well-developed interpersonal and communication skills
• Strong attention to detail and accuracy
• Ability to multi-task and quickly switch priorities when necessary
• Must be organized and efficient in a demanding work environment
• Ability to remain calm under stress

Buckingham’s Compensation and Benefits

This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.

Who is Buckingham Wealth Partners?

Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity.

Buckingham employs more than 600 associates in over 50 office locations nationwide.

Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.

Buckingham’s Awards & Accolades

• Top Workplace in St. Louis, St. Louis Post Dispatch, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016
• Top RIA Firms, Barron's, 2023, 2022, 2021, 2020, 2019, 2018, 2017
• Top RIA Firms, Forbes, 2022 
• Top 25 RIA, Financial Advisor Magazine, 2023, 2022, 2021, 2020, 2019, 2018, 2017 
• Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019
• Top Registered Investment Advisers, Financial Times, 2020, 2019
• Top Grower in Missouri in 2022, Citywire RIA
• No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List