Wealth Management Advisor
Posted 2 months ago Expired
This job has expired
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Upload Your ResumeAbout This Role
This role is for a Senior Wealth Manager to serve as a lead advisor for high-net-worth clients, delivering comprehensive financial planning and investment strategies. The advisor will collaborate with internal teams and has the opportunity to engage in strategic business development.
Responsibilities
- Act as primary advisor to a set of high-net-worth clients
- Deliver thoughtful, comprehensive financial planning and investment advice
- Coordinate across internal planning, tax, and investment teams
- Help transition new clients into the firm and maintain long-term trust
- Contribute to planning strategy, mentor junior team members, and engage in firm-wide collaboration
- Leverage professional network and reputation to generate new planning opportunities and build long-term client relationships
Requirements
- 5+ years of experience in financial planning or wealth management
- Strong track record of client relationship management at the HNW level
- CFP®
- Deep understanding of estate, tax, and retirement planning
- Excellent communication and leadership skills
- A client-first mindset and true fiduciary orientation
Qualifications
- 5+ years of experience in financial planning or wealth management
Benefits
Certifications
About Garry Executive Search
Garry Executive Search is a boutique search firm specializing in recruiting for independent RIAs and helping advisors find roles where they can thrive.