Senior Vice President, Wealth Client Solutions

Senior Vice President, Wealth Client Solutions

About the Company

Join a nationally recognized independent investment advisory firm dedicated to providing exceptional service.

Industry

Investment Management

Type

Privately Held

About the Role

The Company is actively seeking a Senior Vice President, Wealth Client Solutions to become an integral part of our team. As the primary relationship manager for affluent and ultra-high-net-worth clients, you will have the opportunity to deliver comprehensive wealth strategies that include investments, estate planning, tax efficiency, and risk management.

In this role, you will access family office resources and collaborate with internal teams to ensure superior client service. Your expertise will drive organic growth by deepening existing relationships and generating valuable referrals. We are looking for an ideal candidate with over 10 years of experience in wealth advisory, preferably with a CFP designation. A strong background in planning and investment, along with the ability to seamlessly integrate tax and estate strategies, is essential.

This is a unique opportunity to work in an environment that combines the personalized service of a boutique firm with the sophisticated infrastructure of a family office. You will be empowered to deliver holistic solutions to high-net-worth and ultra-high-net-worth clients. The successful candidate will possess an entrepreneurial, growth-oriented mindset with a proven ability to cultivate trusted client relationships.

As an independent, employee-owned firm, we offer full fiduciary alignment and the absence of product conflicts. Our long-standing, collaborative advisor culture promotes long-term career growth, complete with equity options. This position is available in multiple offices nationwide, with the flexibility of hybrid and remote work options.

Travel Percent

Less than 10%

Functions

• Finance