Wealth Advisor (Vice President)

About the role

The Wealth Advisor (Vice President) operates as part of a four-person client team intentionally designed to deliver coordinated, deeply personalized service and continuity to UHNW families. Serving as the primary day-to-day contact for client households, Wealth Advisors ensure clients feel supported and cared for across all aspects of their relationship with the firm.

Responsibilities

• Act as the primary advisory point of contact for clients, managing day-to-day communication and requests and proactively checking in on life changes.
• Oversee and ensure the implementation of all wealth planning, reporting, and client deliverables, in alignment with the family's goals.
• Own the client meeting process, including preparation, leadership (coordinating with the Principal Advisor), and follow-up, ensuring seamless coordination across the team.
• Mentor and develop junior talent, building depth in client teams.
• Ensure accurate client recordkeeping and document management in internal systems.
• Support client family engagement by facilitating access to resources, education, and communication.
• Work as an integral member of a four-person client team, ensuring coordinated and proactive service delivery.
• Other duties as assigned.

Requirements

• Minimum Education Required: Bachelor's degree; Economics, Finance, or related field preferred. Preferred: JD, MBA or other advanced qualification.
• Licenses/Certifications Required: CFP preferred.
• Minimum Specific Experience Required: 10+ years of experience as an advisor to UHNW families including holistic wealth planning & coordination across financial planning, investment strategy, risk management, estate and tax planning, and facilitating family meetings and communication.
• Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States. No visa sponsorship is available.