Our client is a forward-thinking wealth management firm dedicated to helping their clients grow, preserve, and enjoy their wealth. They take a personalized, high-touch approach to investment management and financial planning, serving successful individuals, families, and entrepreneurs.
The Firm is seeking a skilled and client-focused Wealth Advisor with 5-10 years of experience in financial advisory. This individual will play a key role in managing client relationships, delivering tailored financial strategies, and contributing to the growth and success of the firm. The ideal candidate is a proactive communicator, strategic thinker, and fiduciary-minded professional.
Key Responsibilities:
- Serve as the lead advisor for a portfolio of high-net-worth clients
- Deliver comprehensive financial planning and investment advice aligned with client goals
- Conduct portfolio reviews and financial plan updates with clients regularly
- Build and deepen client relationships through ongoing communication and trust
- Collaborate with firms investment and planning teams to develop and execute client strategies
- Identify and pursue opportunities to grow client relationships and firm AUM
- Stay current on market trends, financial planning strategies, and regulatory developments
Qualifications:
- 5-10 years of experience in wealth management or financial planning
- Demonstrated success managing and growing client relationships
- Series 65 license, CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) designation required
- Excellent communication, interpersonal, and presentation skills
- Deep understanding of investment principles and financial planning techniques
- Strong ethical standards and a fiduciary mindset