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Assistant Vice President, Wealth Management (5-7 years of experience required)

R. M. Davis, Inc.
Portland, ME

Quick Apply

Job Details

Full-time

Benefits

Profit sharing
Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Life insurance
Referral program
Retirement plan

Qualifications

CFP
CPA
Bachelor's degree
Client services
Newsletters (communication methods)
Financial services
Business Administration
Tax experience

Full Job Description

Assistant Vice President, Wealth Management

____________________________________________________________________________

Company Overview

R.M. Davis is a leading provider of wealth management and investment advisory services to clients in more than forty states and five countries. The firm has approximately $8 billion in assets under management, and seventy employees across offices in Portland, ME and Portsmouth, NH. We are dedicated to delivering exceptional client service while maintaining a modern, secure, and resilient technology environment.

Position Overview

The Assistant Vice President, Wealth Management is a key contributor and trusted resource for clients, Client Advisors, and Client Relationship Associates. This role supports a wide range of wealth management services, with a strong emphasis on tax planning, financial planning, and client service.

KEY RESPONSIBILITIES

Client & Advisor Support

Lead monthly client work meetings with Client Advisors and Client Relationship Associates. Attend meetings with clients, as requested by Advisors
Develop internal presentations and materials on financial planning, tax, and risk management topics. Participate in educational presentations in client forums and with third parties
Provide support to annual Medicare open enrollment process

Tax-Related Support & Planning

Serve as a resource and counsel for clients on basic tax-related questions and inquiries
Participate in meetings with clients’ accountants and trust & estate attorneys to identify tax and financial planning opportunities
Contribute to the creation of client content, including newsletters on timely tax topics
Support clients and Advisors with tax-planning strategies (i.e., Roth conversions), executive compensation, stock option planning, business succession planning, and real estate tax considerations

Operational & Team Support

Assist with maintaining the Wealth Management resource library, departmental templates, email inbox, and SharePoint content
Document, save and organize all materials related to client(s) correspondence

Qualifications

Bachelor’s degree in Business Administration, Finance, or a related field
5 - 7 years of experience in the wealth management or accounting/tax industry
CPA designation preferred
Willingness to obtain the CFP designation within two years of hire
Interest in developing expertise in tax planning, insurance analysis, Social Security, Medicare, retirement planning, annuities, charitable giving, and education planning
Strong interpersonal, written and verbal communication skills. Prior client-facing experience preferred
Familiarity with financial planning concepts and software programs, such as MoneyGuide Pro

Benefits

Competitive compensation and bonus opportunity, 401(k) with employer contribution, 100% company‑paid health insurance, generous paid time off, parental leave, education reimbursement, disability insurance, and a collaborative office culture.

Additional Information

FLSA Status: Exempt
R.M. Davis is an Equal Opportunity Employer

To apply, please submit a cover letter and resume to Human Resources at [email protected].

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Referral program
Retirement plan
Tuition reimbursement

Compensation Package:

Bonus opportunities
Profit sharing

Application Question(s):

Do you have the CFP designation?
Do you have the CPA designation?

Education:

Bachelor's (Required)

Experience:

Client services: 5 years (Required)

Ability to Commute:

Portland, ME 04101 (Required)

Work Location: In person

Quick Apply

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