Wealth Advisor

We are seeking an experienced Wealth Advisor to provide sophisticated investment management and wealth planning services to high-net-worth individuals and families.

This role will work closely with investment and planning teams to develop customized strategies, manage client portfolios, and build long-term client relationships. The ideal candidate brings strong investment expertise, excellent client-facing skills, and experience navigating complex financial situations.

Key Responsibilities

• Manage and develop relationships with high-net-worth clients and families.
• Assess client assets, liabilities, cash flow, tax considerations, financial objectives, and risk tolerance to develop appropriate investment strategies.
• Develop and implement customized investment plans and strategic asset allocations.
• Regularly review client portfolios, investment performance, asset allocation, and investment policy statements.
• Identify and execute portfolio rebalancing and tax-loss harvesting opportunities.
• Work closely with internal investment and planning teams on complex wealth management strategies involving trusts, tax considerations, and cash flow planning.
• Lead regular client meetings and communicate investment results, recommendations, and planning considerations.
• Manage prospective client opportunities through research, analysis, and presentations.
• Coordinate account openings, investment transfers, cash deployment, and investment policy updates.
• Mentor team members and contribute to continued improvements in client service and wealth management processes.

Ideal Background

• Bachelor’s degree in Finance, Economics, or a related field.
• 5–10 years of experience managing high-net-worth private client portfolios or providing investment consulting services.
• Significant direct client relationship experience.
• CFP® designation required.
• Strong knowledge of portfolio management, asset allocation, taxation, and traditional and alternative investments.
• Experience developing sophisticated investment and wealth planning strategies for high-net-worth individuals and families.
• Strong understanding of financial markets.
• Excellent analytical, communication, organizational, and relationship-management skills.
• CTFA designation is a plus.
• Experience working with foundations, endowments, trusts, or complex family wealth structures is a plus.
• Ability to travel as needed.

This is a full-time opportunity for an experienced wealth management professional who enjoys working directly with sophisticated clients and providing highly customized investment and planning solutions.