Wealth Manager Job at Buttonwood Capital Management, Scottsdale, AZ

SUFvRWw2V2FPMU9kUFM5dUVhVHBiczAvclE9PQ==
  • 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,

Similar Jobs

Rising Ground, Inc.

Home Plus Case Manager Job at Rising Ground, Inc.

 ...Job Description Job Description Position Summary: The Home+ Case Manager plays a vital role in providing trauma-informed, survivor-centered...  ...centered engagement. The ideal candidate will approach their work through a racial, economic, and gender justice lens,... 

NBCUniversal

Senior eDiscovery Analyst — Fully Remote Job at NBCUniversal

A leading media company seeks a Sr eDiscovery Analyst to manage eDiscovery matters and provide technical support in a fully remote role. The ideal candidate will have a strong technical background and excellent communication skills, overseeing complex legal data analysis... 

Technical Professionals Group

CDL A Test Driver Shift Lead (1st shift) Job at Technical Professionals Group

 ...safe Shift Lead to support the driving team, facilitate vehicle testing, test vehicles and their systems for a manufacturer and...  ...RESPONSIBILITIES Assist with employee training to include work orders, driver feedback, vehicle preparation, safety checking, safe driving... 

LeaderStat

Travel Home Health RN Case Manager Job at LeaderStat

 ...Job Description LeaderStat is seeking a travel nurse RN Home Health for a travel nursing job in Hartford, Vermont. Job Description...  ...: 4/27/2026 Shift: Days Minimum of 18 months experience working as a full-time Registered Nurse Clinical experience within... 

Clean Harbors

Driver Class B Trainee Job at Clean Harbors

 ...Job Description \n Safety-Kleen in Cloquet, MN is seeking a Sales and Service Route Driver Trainee (Driver Class B Trainee). This role will train to drive a Class B box truck to provide onsite service for parts washer machines, pick up containerized hazardous waste...