Financial Advisor

Financial Advisor

Overview

We are seeking an experienced Financial Advisor to serve as the primary relationship manager and trusted advisor for an established portfolio of high-net-worth clients. This individual will provide comprehensive financial planning, investment guidance, and ongoing relationship management while delivering an exceptional client experience.

The ideal candidate is a consultative wealth management professional who is passionate about building long-term client relationships, providing personalized advice, and collaborating with internal and external professionals to develop sophisticated financial strategies. This role is ideal for someone who thrives in a planning-first, client-focused environment and enjoys becoming a trusted resource for clients and their families.

• Serve as the lead advisor for an established portfolio of high-net-worth client households.
• Build and strengthen long-term client relationships through proactive communication and exceptional service.
• Lead client review meetings and present customized financial planning and investment recommendations.
• Coordinate with attorneys, CPAs, insurance professionals, and other trusted advisors to support each client's comprehensive financial strategy.
• Deliver a personalized, high-touch client experience while anticipating evolving client needs.
• Identify opportunities to deepen existing client relationships through additional planning solutions and services.

• Develop and present comprehensive financial plans tailored to each client's goals.
• Conduct ongoing portfolio reviews and provide investment recommendations aligned with client objectives and risk tolerance.
• Advise clients on:
  • Retirement planning
  • Wealth preservation
  • Estate planning strategies
  • Tax-efficient investing
  • Charitable and philanthropic planning
  • Education funding
  • Cash management and lending solutions
• Monitor changes in clients' financial situations and recommend proactive planning opportunities.

• Cultivate referral relationships with Centers of Influence, including attorneys, CPAs, and insurance professionals.
• Expand existing client relationships through thoughtful planning conversations and solution-based recommendations.
• Represent the firm professionally within the community through networking and relationship-building opportunities.
• Contribute to the continued growth of the practice by delivering an exceptional client experience that generates referrals.

• Manage client follow-up, service requests, and planning deliverables in a timely manner.
• Maintain accurate CRM records and document client interactions.
• Utilize financial planning and portfolio management technology to deliver efficient, high-quality service.
• Monitor client service standards and ensure an exceptional client experience.
• Mentor junior advisors and support staff while contributing to a collaborative team environment.

• Bachelor's degree in Finance, Business, Accounting, Economics, or a related field.
• 5+ years of experience in wealth management, private banking, financial advisory, or relationship management.
• CFP®, CFA®, CPWA®, ChFC®, or similar professional designation preferred, or active progress toward obtaining one.
• Demonstrated success managing complex client relationships and leading client meetings independently.
• Strong knowledge of:
  • Comprehensive financial planning
  • Investment management
  • Retirement planning
  • Estate and trust planning concepts
  • Tax-aware wealth strategies
• Experience working with high-net-worth or ultra-high-net-worth clients preferred.
• Proficiency with CRM systems, financial planning software, and portfolio reporting platforms.
• Outstanding communication,…