Wealth Manager Job at Buttonwood Capital Management, Scottsdale, AZ

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  • Buttonwood Capital Management
  • Scottsdale, AZ

Job Description

Job Description

About the Company:

Buttonwood Capital Management is a leading private wealth management firm located in North Scottsdale, Arizona. For more than 25 years, we have served as trusted advisors to entrepreneurs, executives, and multi-generational families. We deliver customized investment management, comprehensive financial planning, and strategic advice.

About the Role:

The Wealth Manager works closely with Senior Advisors to support the wealth management and financial planning needs of our clients. This position is responsible for providing analytical, planning, and client-service support, including data gathering, case design, scenario modeling, financial plan development, and plan implementation.

  • Initiate and respond to client calls regarding planning items, miscellaneous requests, portfolio questions, and general advice as appropriate.
  • Perform requested analyses for clients (e.g., mortgage analysis, Social Security planning, etc.).
  • Support all aspects of clients’ financial planning needs.
  • Conduct research and coordinate with clients’ other advisors (attorneys, CPAs, etc.) to gather the data necessary for analyses.
  • Prepare retirement projections, cash-flow analyses, education funding forecasts, insurance reviews, estate flow analyses, and related planning deliverables.
  • Identify planning opportunities and areas for improvement based on analysis results.
  • Draft comprehensive financial plans.
  • Prepare materials for client meetings and collaborate with team members to ensure meetings are thoroughly and accurately organized.
  • Attend client meetings; take detailed notes; manage, delegate, and/or complete all follow-up items.
  • Liaise with clients’ attorneys and accountants ongoing and as needed.
  • Assist with special projects as assigned.

Qualifications:

  • Bachelor’s degree, preferably in business, accounting, finance, economics, or a related field.
  • 3+ years of experience in financial services, preferably within an independent registered investment advisory (RIA) firm.
  • Professional designations such as CFP®, CFA®, CAIA®, CIMA®, or CPA - or active enrollment with anticipated completion within nine months.
  • Proficiency in Microsoft Office and experience with financial planning, CRM, portfolio management, and document management software.

Other Skills & Experience:

  • Consistently demonstrates personal integrity and professional initiative.
  • Reliable and accountable, with a willingness to take on new challenges.
  • Genuine passion for serving and supporting clients.
  • Highly organized, detail-oriented, and capable of managing and prioritizing multiple tasks.
  • Committed to accuracy and delivering high-quality work.
  • Excellent written and verbal communication skills.
  • Strong collaborator who works effectively within a team environment.
  • Adaptable, flexible, and open to new ideas.
  • Ability to thrive in an entrepreneurial, small company setting.
  • Committed to upholding the firm’s purpose, vision, and values.

Benefits

  • 401(k) match
  • Parental leave
  • PTO and Flex Time
  • Medical, dental, and vision benefits
  • Support for professional certifications/designations
  • Bonus eligibility

Job Tags

Work at office, Flexible hours,

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