Wealth Manager

About the role

We are seeking a client-focused Wealth Manager to deliver comprehensive financial planning, investment management, and relationship stewardship for high-net-worth clients. The Wealth Manager will build and maintain trusted client relationships, develop tailored wealth strategies that align with each clients goals and risk tolerance, coordinate with internal and external advisors, and help grow the firms client base while ensuring compliance with regulatory requirements.

Responsibilities

• Manage a portfolio of high-net-worth and ultra-high-net-worth clients, serving as their primary advisor and point of contact.
• Develop and implement customized financial plans and investment strategies based on clients objectives, time horizon, and risk tolerance.
• Construct, monitor, and rebalance diversified investment portfolios; recommend asset allocation, tax-sensitive strategies, and alternative investments as appropriate.
• Lead regular client meetings and reviews to communicate performance, update financial plans, and address life events or changing goals.
• Coordinate with tax, estate planning, insurance, and legal professionals to deliver integrated wealth solutions.
• Drive business development through referrals, networking, and proactive prospecting to expand the client base.
• Prepare and maintain compliant client documentation, suitability analyses, and investment policy statements; adhere to regulatory and firm policies.
• Mentor and collaborate with junior advisors and support staff to ensure high-quality client service and continuous improvement.
• Stay current on market trends, economic developments, and regulatory changes to inform client recommendations.

Qualifications

• Bachelors degree in finance, economics, business, or related field; advanced degree a plus.
• 3+ years of experience in wealth management, private client advisory, or institutional investment advisory roles.
• Proven track record managing high-net-worth client relationships and delivering investment and financial planning solutions.
• Strong knowledge of investment products, portfolio construction, tax-aware investing, and estate planning concepts.
• Excellent interpersonal, communication, and presentation skills with an emphasis on client service and relationship building.
• Ability to analyze complex financial situations, synthesize recommendations, and explain them clearly to clients.
• Comfortable working in a team environment and coordinating with external professionals (tax, legal, insurance).
• Preferred: Certified Financial Planner (CFP) designation and/or Series 65 license.
• Preferred: Demonstrated experience specifically in wealth management and working with high-net-worth clients.

Benefits

• Medical, dental, vision
• 401(k) retirement plan
• Flexible Spending and Health Savings Account
• Paid Holidays, vacation and sick time