Wealthcare Capital Management LLC, an innovative wealth management services company, is seeking a VP, Wealth Strategy in our West Chester, PA or Richmond, VA office. In this role you will provide leadership for our planning services and planning team, write articles, speak at conferences, consult with advisors and assist advisors with complex client cases. This position will work as part of our management team reporting directly to the CEO. A proactive and positive mind set with collaborative style, is essential to success in this role.
Responsibilities include but are not limited to:
Educating advisors on our goals-based planning process, our proprietary Comfort Zone®, and the value proposition of our planning services.
Leading and/or contributing to the development of wealth strategy marketing materials
Staying current on tax law and implications for wealth strategy
Leading the planning department and enhancing our planning services model
Consulting with advisors are large/complex cases that apply estate planning, insurance and asset protection strategies within our patented Comfort Zone® framework
Learning our investment philosophy and strategies and working with our VP, Investments to articulate and deliver cohesive, integrated financial guidance for our advisors and clients
Broad knowledge for wealth planning strategies in the areas of estate, insurance, retirement and investments.
Highly developed presentation and communication skills.
A professional planning designation CFP is preferred.
Knowledge and experience with Monte Carlo analysis and its role in planning.
Prior successful experience leading and managing small professional teams
Ability to manage multiple tasks and successfully meet deadlines, sometimes under short time constraints
Organizational and problem resolution skills
Comfortable in an entrepreneurial environment
About Wealthcare Capital
Wealthcare is a proponent of goals-driven advice and creator of GDX360®, a patented fiduciary process that brings together planning and investing in one easy-to-use platform. As a leader in delivering delivering goals-driven experiences for advisors and their clients, we help investors stay on track with their life goals. With our proprietary GDX360 model and patented Comfort Zone® technology, the Wealthcare approach integrates and elevates the wealth experience to higher levels, enhancing loyalty, longevity and referrals. Backed by more than a decade of proven front-line experience and data, Wealthcare provides a full suite of practice-management support services that empower advisors to scale their businesses and achieve fulfilling careers while giving investors an objective, personalized and positive client experience. Join us and be a part of the experience. Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC are registered investment advisors with the SEC.