Principal Wealth Advisor - Relationship Management

About the role

Your mission as a Principal Wealth Advisor is to act as the overarching financial quarterback for multi-generational families and business owners. You will fuse investment portfolio management with in-house tax and estate planning to protect your clients' life work and execute unified, outcome-driven wealth strategies.

What You Will Do

• Design and execute bespoke investment architectures that strictly adhere to the client's individualized risk tolerance and multi-generational objectives.
• Proactively identify structural gaps in a client's financial life and bring in Acorn's legal and tax specialists to seamlessly close them.
• Guide enterprise owners from peak accumulation through complex pre-sale structuring to their post-liquidity "second act."
• Transfer and aggressively scale an existing book of high-net-worth business using Acorn's content-driven acquisition strategies and integrated service models.

What We Offer

• We provide a world-class growth infrastructure. Instead of competing with outside CPAs and attorneys, you will have them down the hall, empowering you to offer an unmatched, holistic value proposition that easily wins and retains $15M–$50M+ client accounts.