Overview

Multi-Billion Dollar AUM Wealth Advisory Firm seeks a Wealth Advisor to manage relationships with high-net-worth clients and provide leadership to the wealth management, investment management and client service professionals supporting the clientele.

? Manage the wealth planning process, investment management selection and portfolio implementation for high-net-worth clientele of the Firm (1 to 5 million net worth).

? Communicate with clients regarding portfolio strategies, performance, market environment, cash flow analysis, future projections, taxation, estate planning, insurance analysis, college savings, and behavioral finance topics.

? Opportunity to make an impact on the Firm through retention and growth of client base in a Firm with a strong culture of collaboration and entrepreneurship

• Participate in the production of written or video thought leadership content.
• Develop and maintain relationships with strategic partners of clients (accountants, attorneys, etc.)
• Champion company initiatives and projects for clients.

Requirements

? 6+ years of experience with wealth planning

? CFP, CPA, JD or CFA level 2 required