Wealth Advisor

Position Overview

A highly respected boutique Registered Investment Advisor (RIA) is seeking an experienced Wealth Advisor to join its growing team. The firm is known for delivering a white-glove client experience and building long-term, multigenerational relationships with affluent families through comprehensive wealth management and financial planning.

The role is ideal for an accomplished advisor who excels at relationship management, enjoys serving as a trusted financial partner, and wants to focus on delivering exceptional client service rather than heavy prospecting.

With a strong referral network generating 2–4 qualified client opportunities each week, advisors spend significantly less time on business development and more time providing comprehensive financial planning and wealth management advice.

Key Responsibilities

• Serve as the primary Wealth Advisor for approximately 80–100 existing high-net-worth client relationships.
• Develop trusted, long-term relationships with clients and their families through proactive communication and ongoing financial planning.
• Conduct client review meetings and provide comprehensive wealth management guidance aligned with each client's goals and objectives.
• Deliver a white-glove service experience built on responsiveness, personalization, and exceptional client care.
• Identify opportunities to deepen existing client relationships and expand the scope of advisory services provided.
• Develop and implement comprehensive financial plans tailored to each client's objectives.
• Cook up with internal and external planning specialists on advanced planning matters, including estate planning, trust strategies, and tax planning.
• Guide clients through retirement planning, investment management, risk management, and wealth preservation strategies.
• Ensure financial plans remain aligned with evolving client needs and market conditions.
• Manage and convert qualified prospective client opportunities generated through the firm's referral network and reputation.
• Partner closely with fellow advisors and support staff to ensure a seamless client experience from onboarding through ongoing relationship management.
• Contribute to the continued growth of the practice through outstanding client service and relationship development.

Qualifications

• 7–10+ years of experience as a Wealth Advisor, Financial Advisor, or Relationship Manager serving high-net-worth clients.
• Certified Financial Planner (CFP®) designation required.
• Demonstrated success building and maintaining long-term client relationships based on trust and exceptional service.
• Strong financial planning and wealth management expertise.
• Excellent interpersonal, communication, presentation, and relationship management skills.
• Professional, polished, and client-focused approach.

Preferred

• Existing client relationships are welcomed but not required.
• Advanced trust, estate, or tax planning expertise is not required, as dedicated specialists provide support in these areas.