Wealth Management Specialist, Sr. jobs in La Crosse, WI

Description

Join the Orgel Wealth Management Team

Since 1984, Orgel Wealth Management, along with our founder’s predecessor practices, have been committed to providing comprehensive wealth management, consulting, and planning services to a diverse group of families, individuals, business owners, retirement plans, and foundations. 

Orgel Wealth Management is seeking a Content Editor who supports our efforts to provide exceptional service to our clients and who demonstrates the ability to effectively communicate and solve problems in a variety of circumstances.

Learn more about Orgel Wealth Management and “The Orgel Way” at www.orgelwealth.com.

• Shared Values – At Orgel Wealth Management, our team believes in forming genuine relationships and serving clients with relentless excellence. We put clients first. Period.
• Nationwide Reach – Currently, our team serves clients in 43 states with more than $7.1 billion in assets under management (as of December 31,2023).
• Experienced Team – Our credentialed team of 32 investment professionals (9 CFA® charterholders and 11 CFP® certificants) and 8 professionals with tax or legal backgrounds is supported by client service, operations, and technology specialists.
• Independence – By establishing an independent firm, we developed an organizational structure that allows for and supports employee ownership for multiple generations to come.
• Rapid Growth – Since becoming an SEC-registered investment advisor in 2013, our assets under management have more than doubled and we have grown from 23 employees and 1 office to 78 employees and 3 offices.

Position Summary

Orgel Wealth Management’s Content Editor will work as part of our Communications Team and will play a significant role in the ongoing service of clients as a creator of and contributor to the firm’s internal and external communications. Within the Communications Team, the Content Editor is responsible for upholding the firm’s standards for written communications and will assist with drafting and editing mass communications, updating communication templates, assisting with the production of custom communications, and creating new educational material for clients. 

The ideal candidate will have a background in the financial services industry and will have previously served a role in marketing, communications, or as a writer. The Content Editor will work collaboratively as part of a team and must exhibit strong organizational and interpersonal skills, a commitment to serving clients with excellence, and the ability to operate with a high level of independence and accountability.

Requirements

Principal Duties and Responsibilities

• Review and edit client facing presentations to ensure language is understandable, concise, precise, and complies with regulatory requirements and firm standards.
• Assist with drafting presentations, letters, and other external and internal communications.
• Prepare outgoing messages and monitor incoming messages using Constant Contact – the email system utilized by Orgel Wealth Management for mass communications. 
• Collaborate with subject matter experts and oversee updates to client educational materials to ensure materials reflect up-to-date information. 
• Create, monitor, maintain, and update template letters used for routine client communications.
• Assist in coordinating routine and ad hoc updates to the firm website and other online sources (e.g., LinkedIn, Google Business, Orgel Wealth Management Client Portal, etc.). 
• Train and mentor junior team members on grammar and business writing.

Additional Skills Required

• The Content Editor must be able to:
• Manage time effectively, set priorities, and meet deadlines
• Maintain the highest level of confidentiality with respect to client and firm information
• Understand and adhere to all firm policies and procedures
• Demonstrate professionalism in personal presentation, communication, and all interactions with clients and employees
• Exercise high levels of integrity
• Communicate effectively orally and in writing 
• Function well in a team environment by maintaining a positive, collaborative approach
• Work independently with the ability to proactively establish ambitious goals for quality and timeliness
• Leverage technology, including the Microsoft Office Suite, Practifi - Salesforce, Constant Contact, and other software applications as necessary

Education and Experience Requirements

Required: 

• BA or BS degree from an accredited college or university
• 5 years experience in a communications-focused role, including marketing, journalism, writing, or a related specialty 

Preferred:

• Experience in marketing or communications in a finance-related business
• Financial advisory-related knowledge or experience

Acknowledgement

This description is intended to be an accurate reflection of the principal elements of the job for which it was written. It should not be construed as a description of all requirements but merely a guideline. It will be updated from time to time to reflect changes and/or additions. One may be required to perform other duties as assigned by a supervisor or management. This job description is not a contract for employment, and either you or the organization may terminate employment at any time, for any reason.