Wealth Management Advisor

Private Wealth Advisor

About the Company:

We are partnered with a rapidly expanding financial planning firm that has achieved remarkable growth, surpassing $6 billion in assets under management within a short period. This firm is built on proprietary technology and is dedicated to delivering optimal wealth management solutions. Their success is largely attributed to a client-centric approach combined with advanced technology, enabling the delivery of complex financial strategies in a seamless manner.

About the Role:

Senior Advisors are key leaders within the firm, responsible for managing high-value client relationships and driving new business growth. They focus on servicing the firm’s most complex and profitable clients while also dedicating significant time to expanding the client base. In addition to their advisory responsibilities, they play a crucial role in mentoring and overseeing junior advisors, ensuring the highest level of client service and professional development. A portable book of business is highly desirable.

Responsibilities:

• Strategic Growth: Develop and implement strategies to drive growth in the firm’s wealth management services and expand the client base.
• Collaboration: Demonstrated track record of working with cross-functional teams to implement innovative marketing strategies and technologists to enhance product development efforts.
• Market Analysis: Stay informed about market trends and investment opportunities to provide clients with relevant advice and underappreciated strategies.
• Compliance: Ensure adherence to regulatory requirements and firm policies while maintaining high standards of client service.
• Sales & Business Development: The successful candidate will have a regimented approach to onboarding new clients and expanding, retaining, and nurturing existing relationships.
• Leadership: advisory staff to maintain excellence in client service and financial planning expertise.
• Ensure compliance with regulatory and firm standards.

Qualifications:

• Bachelor’s degree in Finance, Economics, or a related field. Advanced degree (MBA, CFP) preferred.
• At least 6 years of experience in wealth management or financial advisory roles, with a demonstrated track record of outperformance.
• Strong leadership and team management skills, with experience guiding, mentoring, and managing junior associates.
• Deep knowledge of investment strategies, financial planning, and full-service platforms.
• Superb communication and interpersonal skills with a proven ability to network, build, and sustain long-term client relationships.
• Proven track record of developing & executing strategies and achieving strategic growth objectives.
• Proficiency in financial planning software and tools.