Lead Wealth Management Advisor

Lead Wealth Management Advisor

About the Company

Join a prominent independent investment management firm known for its consistent year-over-year growth and a dynamic working environment.

Industry

Investment Management

Type

Privately Held

About the Role

We are looking for a Lead Wealth Management Advisor to enhance our esteemed team. Your primary role will be to deliver comprehensive wealth management services to high-net-worth clients. You will specialize in areas such as tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management. Importantly, this is not a sales-focused position, and there is no expectation to bring a portable book of business.

The ideal candidate will have a solid track record of fostering relationships with high-net-worth clients and a strong preference will be given to those with a CFP designation. As part of our firm, you will leverage our well-established referral systems to effectively manage and cultivate client relationships.

We pride ourselves on our collegial culture and comprehensive support across operational, investment, financial planning, and relationship management functions. This role offers an exciting opportunity to contribute to a team dedicated to providing exceptional service while encouraging your professional growth.

Travel Percent

Less than 10%

Functions

• Finance