Wealth Advisor

Position Overview

We are seeking a client-focused Wealth Advisor to deliver comprehensive financial planning and wealth management services to high-net-worth individuals and families. The roles primary purpose is to develop customized investment strategies, coordinate retirement, tax and estate planning, and build long-term client relationships while ensuring compliance with regulatory and fiduciary standards. The successful candidate will combine technical expertise with strong interpersonal skills to grow assets under management and provide exceptional client service. This position requires an in-office presence, Monday - Friday.

Key Responsibilities

• Develop and implement holistic financial plans tailored to clients goals, risk profiles, and time horizons.
• Provide investment advice and portfolio management recommendations, including asset allocation, security selection, and rebalancing.
• Coordinate retirement planning, tax optimization strategies, estate planning, and risk management in collaboration with internal teams and external advisors.
• Build and maintain strong client relationships through proactive communication, regular reviews, and timely follow-up on client inquiries.
• Work to grow client assets through referrals, lead generation, and business development activities while meeting individual and team growth targets.
• Prepare clear, professional reporting and cli...

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