POSITION SUMMARY

We are seeking a dedicated and experienced Wealth Manager to join our advisory team. In this role, you will serve as a trusted partner to high-net-worth individuals and families, guiding them through personalized financial planning and investment strategies. This is an excellent opportunity for a relationship-driven professional who values transparency, fiduciary responsibility, and long-term client success.

REQUIREMENTS

• Required:
• Active Series 65
• Experience in financial services working with clients with a track record of success
• Preferred:
• CFP® designation
• Ability to transition an existing book of business (preferred, but not required)
• Depth of experience working with high-net-worth or ultra-high-net-worth clients
• Mastery of various financial planning and investment software products
• Strong analytical and communication skills
• Relationship-focused with a deep commitment to serving clients’ best interests
• Organized and self-motivated with the ability to work both independently and collaboratively

• Serve as the primary advisor to clients, providing comprehensive wealth management and financial planning services
• Grow our business strategically by cultivating new client relationships through referrals, networking, and community engagement
• Develop customized investment strategies in alignment with clients’ goals, risk tolerance, and time horizons
• Conduct regular portfolio reviews and proactively recommend adjustments based on market trends and client objectives
• Collaborate with internal team members on portfolio management, research, and financial planning deliverables
• Build and maintain long-term relationships through excellent service, transparency, and timely communication
• Support business development efforts by participating in client events, marketing initiatives, and outreach strategies
• Consistently and accurately manage client data and interactions using our CRM software platform, ensuring up-to-date, compliant records
• Maintain thorough documentation of client interactions, financial plans, and investment decisions in accordance with regulatory standards