Wealth Advisor

About the Role

Join a highly respected wealth management team where your expertise in financial planning and relationship management will directly influence client success. This is a senior-level opportunity to serve as a trusted advisor to high-net-worth individuals, families, and organizations—guiding complex financial decisions while building lasting, meaningful relationships.

Why You'll Love This Role

• Work closely with clients, providing strategic guidance across investment management, trust services, and financial planning
• Play a visible, leadership-oriented role within a collaborative and experienced advisory team
• Influence and shape planning strategies while serving as a key resource across the organization
• Build strong relationships both internally and externally, including with centers of influence such as attorneys and CPAs
• Stay at the forefront of industry trends, tax law changes, and fiduciary best practices

Responsibilities

• Maintain and deepen relationships with existing and prospective wealth management clients, delivering high-touch, personalized service
• Engage regularly with clients to understand evolving needs, uncover opportunities, and strengthen long-term partnerships
• Ensure consistent, proactive communication and documentation through CRM tools and workflows
• Develop new investment management and trust relationships with high-net-worth individuals, families, businesses, and charitable organizations
• Execute an active business development strategy, including outreach to attorneys, CPAs, and other key referral sources
• Participate in community and professional organizations to expand presence and influence
• Lead and coordinate financial planning and fiduciary activities for clients, collaborating with internal partners
• Stay current on regulatory, tax, and planning developments and communicate insights to both clients and team members
• Ensure trust accounts are administered in accordance with governing documents and fiduciary standards

Requirements

• 7+ years of experience in investment-related business development, ideally within wealth management or trust services
• Bachelor’s degree required; CFP or CTFA designation required
• Demonstrated success working with and marketing to high-net-worth clients
• Strong communication, interpersonal, and relationship management skills
• Proven ability to independently develop and grow client relationships and referral networks
• Solid understanding of financial planning, estate planning, retirement planning, and trust services
• High level of integrity, sound judgment, and professionalism
• Self-directed approach with the ability to proactively guide clients through complex planning processes

Job ID: #33185701