Wealth Advisor

About the role

We are seeking a Client Service Executive, Team Lead to join our team in a role focused on strengthening the execution, accountability, and collaboration of the Client Service Executive team. This is a client-facing role that combines direct client service responsibilities with oversight of day-to-day workflow coordination across the Client Service team.

Requirements

• What You Are Responsible For:
  • Client Advisory & Relationship Management
  • Financial Planning & Strategy
  • Investment Oversight & Collaboration
  • Leadership & Contribution to Firm Strategy
• What You'll Bring:
• 15+ years of experience in wealth management, financial planning, or investment advisory
• Certified Financial Planner (CFP®) or equivalent advanced industry designation required (such as CFA®, CPA); additional credentials are a plus
• Proven track record of managing high-net-worth client relationships and delivering comprehensive planning strategies
• Demonstrated success in business development, including transitioning and growing an existing book of business
• Proven ability to deliver extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources
• Deep expertise across investments, tax planning, estate planning, and complex financial structures
• Experience with portfolio reporting and CRM systems, such as Tamarac, Orion, or Black Diamond
• Exceptional communication skills with the ability to simplify complex concepts and build trust
• Strong client-centric mindset with a desire to contribute to a growing, next-generation firm
• Superior organizational skills with exceptional attention to detail and commitment to improving accuracy of data and preventing errors
• Ability to thrive in a remote work environment while maintaining high accountability

Benefits

• A Collaborative, Mission-Driven Team
• Top-of-Industry Compensation & Benefits
• Work-Life Flexibility
• Sabbatical Program
• Professional Development
• Flexible Remote Work
• Bi-Annual Team Off-Sites