Managing Advisor | Wealth Management

Description & Requirements

We are seeking to add an experienced Wealth Management professional to serve as a lead Advisor to High-Net-Worth families.

How you will contribute:

• Serve as wealth management advisor on a team helping high net-worth families identify and prioritize their goals & dreams. Contribute to the design and ongoing implementation of a comprehensive wealth management plan for clients.

• Maintain/Develop in-depth technical expertise and global knowledge of wealth management services, including financial planning, investment management, estate and legacy planning concepts, including trust administration

• Interact with custodians and corporate trustees in administering trust documents

• Coordinate & work on multiple, concurrent client projects & complete assignments with minimal supervision

• Actively lead and participate in business development activities to identify, pursue & acquire new clients

• Develop contacts with others in the business, professional or civic community

We are looking for people who have Forward Vision and:

• High emotional intelligence and strong desire/empathy to serve families

• Experience delivering comprehensive wealth management services

• Analytical and relationship skills to relate to individual client situations

• Attention to detail and ability to multi-task

• Ability to be a self-starter

• Willingness to travel as appropriate to serve our clients

• Experience helping grow a wealth management practice

• Experience overseeing associate advisors is a plus

Minimum Qualifications:

• Bachelor's degree is required; Financial planning degree preferred

• 7 years or more of experience serving as the lead wealth management advisor to high net-worth families

• One of the following designations is required: Certified Financial Planner (CFP), CPA, or Certified Trust and Financial Advisor (CTFA)

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