If you are looking for a career that will challenge you, give you the opportunity to learn something new every day, all while helping clients and the community, West Financial can fulfill your needs. To work here is to be attentive to all the details around client-service, to analyze situations, research questions, and to access the tremendous amount of experience and varying backgrounds of your teammates. We combine the talents of our newest colleagues with those who have been with the company for many years to deliver outstanding client service and results. We speak several different languages and represent a variety of cultures. As a fee-only fiduciary since 1982, West Financial Services enjoys the feel of a boutique wealth management firm with the benefit of being a wholly-owned subsidiary of a larger institution, Atlantic Union Bank. Come join our team and help us build the next chapter in our long-standing history.
Current Opportunities
Relationship Manager
Description
The Relationship Manager (RM) role requires strong financial planning, analytical and business development skills. The RM manages a team of professionals that provides client guidance on investment policy, portfolio allocation, security selection and implementation, and all financial planning issues such as goal identification, cash flow and wealth transfer strategies, charitable efforts, real estate activities, and legacy matters. The Relationship Manager manages, maintains and deepens relationships with the team's clients to achieve consistent client service, develops new business and promotes growth and profitability of the firm.
Reasons to join the West Financial Services team:
The time is always right to do what is right.