Family Office Fiduciary Advisor - $120-180K+ total compensation

Duties and responsibilities

• Serve as the primary advisor for an established book of clients, delivering an exceptional fiduciary experience.
• Conduct virtual, phone, and in-person meetings to strengthen client relationships and address evolving financial needs.
• Lead ongoing client review meetings and proactive outreach campaigns.
• Provide education and guidance regarding investment strategies, retirement planning, and wealth preservation.
• Develop and implement comprehensive financial planning recommendations.
• Aid clients with retirement income planning and distribution strategies.
• Identify opportunities for asset consolidation and coordinate inbound transfers.
• Collaborate with investment management teams to ensure portfolios remain aligned with client goals and objectives.
• Identify estate planning needs and coordinate introductions with estate planning attorneys.
• Recognize tax-planning opportunities and collaborate with internal tax professionals.
• Introduce clients to specialized service offerings and subject matter experts across the organization.
• Facilitate new account establishment, funding, onboarding, and client portal adoption.
• Partner with Client Services to ensure seamless account transitions and funding processes.
• Maintain consistent communication regarding account status, planning initiatives, and service updates.
• Deliver a proactive, white-glove service experience that enhances client satisfaction, retention, and referrals.
• Discover additional planning opportunities within existing client relationships.
• Identify held-away assets and opportunities to expand advisory relationships.
• Generate referrals through exceptional service and trusted client relationships.
• Support firm growth initiatives and other responsibilities as assigned.

Qualifications

• Active Series 65 or Series 7 & 66 securities registration.
• Active Arizona Life & Health/Annuity Insurance License.
• Clean U4 record.
• Bachelor's degree or equivalent professional experience.
• Minimum 3 years of financial advisor, wealth management, or investment advisory experience.
• Experience managing client relationships and delivering financial planning recommendations.
• Proficiency with CRM systems and Microsoft Office Suite.
• Exceptional interpersonal, analytical, and communication skills.
• Strong organizational skills with a proactive, client-first mindset.

Preferred

• CFP®, CFA®, CIMA®, CPA, or other advanced financial designation.
• Experience serving high-net-worth clients and retirees.
• Background in comprehensive financial planning, estate planning coordination, and tax-aware wealth strategies.
• Experience working within a fiduciary or family office environment.