Sr Wealth Advisor

Small, Dynamic Multi-Family Office seeks a Senior Wealth Advisor to pursue and acquire Investment Management clients

Key Responsibilities:

• Business Development (75%): Identify and pursue prospective clients through targeted outreach, networking, and marketing initiatives to drive firm growth
• Client Relationship Management (25%): Build and maintain long-term relationships by understanding each client’s financial goals, needs, and risk tolerance
• Financial Planning: Create and implement tailored financial strategies, including retirement, investment, and estate planning, aligned with clients’ objectives
• Investment Advisory: Provide informed investment recommendations based on market trends, client goals, and risk profiles
• Portfolio Management: Oversee client portfolios, make strategic adjustments, and deliver regular performance updates

Qualifications:

• 5–8 years of relevant experience in financial advising, wealth management, or a related field
• Proven track record of success, or a clear vision, strong drive, and a solid plan to achieve it

Opportunity:

• This role offers a potential pathway to future ownership of the firm for the right individual demonstrating leadership, performance, and commitment

~ Relocation Assistance Available! ~