Wealth Manager

Scheffel Financial Services, Inc. is an independent wealth management firm helping individuals, families, and business owners navigate the world of financial services. We offer a comprehensive range of portfolio, asset management, and insurance services designed to help you pursue your goals. Whether you are expanding your family, growing your business, or preparing for retirement, our objective approach allows us to serve you with your best interest in mind. Wherever you are in life, we seek to serve as your key advisor for financial guidance. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org) / SIPC (sipc.org).

Scheffel Financial Services is seeking a dynamic, growth-minded Wealth Manager to join our team. In this role, you will act as a trusted partner to our clients, guiding them through high-stakes financial milestones. You will design, implement, and manage bespoke financial strategies that protect and grow our clients' wealth across generations.

Core Focus Areas

• Retirement Planning: Designing distribution strategies and lifestyle preservation plans.
• Investment Management: Constructing risk-managed portfolios, tax-loss harvesting, and ongoing asset allocation.
• Legacy Planning: Navigating multi-generational wealth transfers, trust coordination, and philanthropic strategies.

Key Responsibilities

• Client Advisory: Lead deep-dive discovery meetings to understand client goals, risk tolerance, and family dynamics.
• Plan Architecture: Build comprehensive financial plans utilizing advanced planning software.
• Portfolio Oversight: Monitor and rebalance client portfolios to align with shifting market conditions and personal goals.
• Relationship Management: Maintain proactive, high-touch communication to provide peace of mind during market volatility.

Qualifications

• Experience: 5+ years of successful wealth management or financial planning experience.
• Credentials: CFP® (Certified Financial Planner) or CFA (Chartered Financial Analyst) designation highly preferred.
• Licensing: Series 7 and 66 (or 63/65) active licenses, plus state life and health insurance licenses.
• Tech-Savvy: Proficiency with tools like eMoney and Redtail a plus.
• Skills: Exceptional emotional intelligence, active listening, and the ability to explain complex financial concepts simply.

What We Offer

• Compensation: Competitive base salary plus an uncapped, performance-driven bonus structure.
• Benefits: Health and dental insurance, plus a generous 401(k) match and 3 weeks of PTO