Wealth Advisor

About the role

We are seeking a results-driven Wealth Advisor to join our growing team. This role is ideal for an ambitious professional who thrives on building trusted client relationships, generating new business, and delivering holistic wealth solutions supported by a world-class offering across wealth planning, wealth transfer, traditional and alternative investments.

Responsibilities

• Proactively identify, prospect, and acquire new high-net-worth and ultra-high-net-worth clients through networking, referrals, centers of influence, and community engagement.
• Build and execute a personal business development plan to exceed sales targets and growth objectives.
• Represent the firm at industry events, conferences, and client seminars to expand visibility and brand presence.
• Partner with internal marketing, product, and investment teams to create tailored client acquisition strategies.
• Serve as a trusted advisor to clients by understanding their unique goals, values, and legacy.
• Develop integrated wealth management solutions collaborating with key firm specialists and partners.
• Conduct regular portfolio reviews, market updates, and strategic planning sessions to deepen relationships.
• Deliver an exceptional client experience by ensuring proactive communication, service, responsiveness, and value-added insights.
• Manage all aspects of the client relationship experience with internal and external teams.
• Collaborate with specialists to deliver holistic, customized wealth strategies and solutions – planning, investments, wealth transfer, family office services, and tax optimization.
• Identify and prioritize key client investment and wealth planning needs and objectives with the client’s input.
• Determine short and long-term deliverables and develop a plan to accomplish them.
• Stay current on market trends, products, and regulatory changes to provide informed advice and anticipate client needs.
• Leverage data, analytics, and marketing tools to track pipeline activity, client engagement, and conversion metrics.

Qualifications

• Proven track record in business development and client acquisition in financial services, private banking, or wealth management.
• Minimum 8-10 years of experience advising high-net-worth clients, building relationships, and delivering comprehensive advice and solutions.
• A strong network of professional centers of influence (lawyers, accountants, business owners, etc.) and ability to cultivate new referral channels.
• Exceptional interpersonal, communication, and presentation skills.
• Strong analytical and problem-solving skills, ability to influence and partner across teams to drive outcomes.
• Relevant certifications/designations (CFA, CFP, CPA, JD, MBA, etc.).
• Bachelor's degree in Finance, Economics, or a related field; advanced degree or MBA preferred.
• Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.