Private Wealth Advisor

About the role

The Private Wealth Advisor is responsible for providing comprehensive financial planning, investment management, and wealth preservation strategies to high-net-worth individuals and families. This role requires deep experience working with affluent clients, delivering highly personalized advice, and building long-term, trusted relationships.

Responsibilities

• Serve as the primary advisor to high-net-worth and ultra-high-net-worth clients, delivering customized wealth management solutions
• Develop and implement holistic financial plans, including investment management, retirement planning, tax-efficient strategies, estate planning coordination, and risk management
• Construct and manage diversified investment portfolios aligned with client goals, risk tolerance, and time horizons
• Collaborate with external professionals (CPAs, estate attorneys, trust officers) to ensure integrated wealth solutions
• Proactively monitor client portfolios and financial plans, making recommendations based on market conditions and life events
• Identify opportunities to deepen client relationships through additional services and strategic advice
• Acquire and retain new high-net-worth clients through referrals, networking, and business development efforts
• Maintain compliance with regulatory requirements and firm policies
• Provide exceptional client service, including regular reviews, reporting, and timely communication

Requirements

• Bachelor’s degree in Finance, Economics, Business, or a related field
• Minimum of 5–10 years of experience advising high-net-worth clients
• Proven track record of managing complex client relationships and significant assets under management
• Strong understanding of investments, portfolio construction, and wealth planning strategies
• Experience working with trusts, estate planning concepts, tax-efficient investing, and philanthropic planning
• Excellent interpersonal, communication, and relationship-building skills
• Professional designations such as CWPA, CFP®, CFA®, CPA, or equivalent
• Experience in a private bank, registered investment advisor (RIA), or family office environment
• Established network of high-net-worth clients and referral partners
• Client-first mindset with a high level of discretion and professionalism
• Strategic thinking and problem-solving abilities
• Strong analytical and financial modeling skills
• Ability to explain complex financial concepts in a clear, client-friendly manner
• High ethical standards and commitment to fiduciary responsibility

Qualifications

• Unwavering Integrity
• Relentless Energy
• Unbridled Optimism
• Continuous Improvement
• Growing Humility

Skills

• Exceptional interpersonal, communication, and relationship-building skills
• Strong analytical and financial modeling skills
• Ability to explain complex financial concepts in a clear, client-friendly manner

Benefits

• Unwavering Integrity
• Relentless Energy
• Unbridled Optimism
• Continuous Improvement
• Growing Humility

Pay

• Competitive compensation package
• Comprehensive benefits program

Schedule

• Full-time position