Wealth Advisor

Senior Wealth Advisor

Hybrid Office Policy - 1 day/ week working from home

Position Summary 

We are looking for an experienced Wealth Manager to deliver a high level of personalized, attentive service to our clients, serving as a primary resource for all financial needs. You have a passion for making a positive impact on clients’ lives. You are a proactive learner, who produces exceptional results amid varying work demands. As a growing company, our client offers plentiful opportunities for internal growth and career development. You will report to a Partner of the firm.

  

Responsibilities:

     

• Be a resource for clients on investments, tax planning, estate planning, insurance, education and retirement planning 
• Conduct in-depth reviews for clients and prospective clients 
• Develop financial plans and strategies to achieve clients’ unique financial goals 
• Facilitate meetings with clients and potential clients 
• Identify opportunities or pitfalls that may be present when it comes to all facets of a client’s financial picture 
• Keep abreast of the ever-changing landscape of financial planning, including economic, legal, and investment trends, as well as general market developments and business challenges that may impact affluent clients 
• Actively work with members of the operations, planning and investment teams to create/incorporate best practices 
• Collaborate with CPAs, attorneys and other Centers of Influence to meet client goals and needs 

 

Qualifications & Skills: 

• Bachelor’s Degree, preferably in finance or accounting 
• 7+ years in client facing role • CFP®, CPA or CFA designation required 
• High level tax planning and estate planning experience preferred 
• Familiarity with the unique aspects of working with small business owners and physicians 
• Knowledge of Salesforce, Black Diamond, BNA, eMoney, Fidelity and Schwab platforms a plus 
• Ability to hit the ground running with building trust and confidence with existing and new clients 
• Strong knowledge of the RIA, fee-only space 

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