Wealth Manager at Stansberry Asset Management in Westlake, TX

WEALTH MANAGER Full Time · Location: Westlake, TX, US COMPANY OVERVIEW At Stansberry Asset Management (SAM), we believe great work starts with a great workplace. As a certified Great Place to Work®, we are proud to foster a collaborative, supportive, and purpose-driven culture where employees feel valued, empowered, and connected to meaningful work every day. At SAM, our team plays a direct role in helping clients achieve their financial goals and build lasting financial confidence. That sense of impact drives both personal fulfillment and professional excellence across our organization. Our culture is built on collaboration, transparency, inclusion, and mutual respect. We maintain an open-door leadership approach that encourages communication, values diverse perspectives, and creates a genuine sense of belonging. While technical expertise is important, we believe long-term success starts with the right mindset and cultural fit. We seek individuals who are committed to excellence, integrity, teamwork, and continuous growth. Skills can be developed, but a strong work ethic, positive attitude, and client-first mentality are essential to thriving at SAM. Joining SAM means more than starting a new job, it means becoming part of a team and community that is invested in your success and growth. JOB SUMMARY Stansberry Asset Management is a boutique wealth management firm dedicated to delivering personalized financial planning and advisory services to high-net-worth individuals and families. As a Wealth Manager, you will partner closely with clients to understand their financial goals, develop tailored strategies, and provide comprehensive guidance to support their long-term financial success. This role requires strong relationship management skills, technical expertise, and a proactive, client-centered approach to wealth planning. RESPONSIBILITIES • Conduct comprehensive financial assessments, including analysis of income, expenses, assets, liabilities, and overall financial health. • Partner with clients to define and prioritize financial goals and long-term objectives. • Develop customized financial plans encompassing investment management, tax planning considerations, estate planning, retirement planning, and risk management strategies. • Serve as a subject matter expert and provide guidance to junior team members on complex financial planning matters. • Deliver strategic recommendations aligned with clients’ evolving financial needs and objectives. • Design and manage investment portfolios tailored to clients’ risk tolerance, time horizon, and financial goals. • Develop tax-efficient strategies aimed at minimizing liabilities and optimizing financial outcomes. • Identify estate planning needs, including wills, trusts, and wealth transfer strategies, while coordinating with external legal and tax professionals as needed. • Evaluate financial risks and recommend appropriate risk mitigation and insurance solutions. • Build and maintain strong, long-term client relationships through proactive communication and exceptional service. • Monitor client progress and adjust financial plans and strategies as circumstances evolve. • Ensure compliance with all applicable financial regulations, fiduciary responsibilities, and ethical standards. • Stay informed on industry trends, market conditions, regulatory developments, and best practices. • Pursue ongoing professional development and continuing education opportunities. QUALIFICATIONS • Bachelor’s degree in Finance, Business, or a related field required. • Series 65 license required. • CFP® certification required or actively pursuing CFP® designation. • 3+ years of experience in wealth management, financial planning, or a related advisory role. • Proven experience managing complex client relationships and high-net-worth portfolios. • Strong understanding of financial planning principles, investment strategies, tax planning, and estate planning concepts. • Excellent communication, interpersonal, and relationship management skills. • Ability to build trust and credibility with high-net-worth clients and their families. • Highly detail-oriented with strong analytical, organizational, and problem-solving abilities. This job description is intended to provide a general overview of the responsibilities and expectations for this role. It is not exhaustive and may be subject to change based on the needs of the company. Employees may be required to perform additional duties as assigned.