Wealth Management Advisor

About 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