Sr. Wealth Manager, RIA:

Sr. Wealth Manager, Growing RIA:
High Earning Potential at Goodwin Recruiting

A nationally recognized wealth management firm ($40B AUM) is looking for an experienced Senior Wealth Manager to join its expanding Private Wealth practice.

This is a high-impact role for a seasoned advisor who specializes in serving family office clients and high-net-worth individuals, with deep expertise in tax, estate, and trust planning. In this relationship-driven position, you will focus exclusively on delivering personalized, comprehensive wealth management solutions. You will collaborate closely with internal tax, estate, trust, and investment teams to ensure that clients receive a fully integrated and holistic approach to managing, preserving, and transferring their wealth.

• Serve as the primary advisor for high-net-worth clients, building long‑term, trust‑based relationships.
• Lead comprehensive financial planning, including tax strategies, estate planning, and philanthropic guidance.
• Oversee investment portfolios, ensuring alignment with client goals and monitoring performance.
• Collaborate with internal tax, estate, trust, and investment teams to deliver seamless client experience.

• 7+ years in wealth management or financial planning, with experience serving family offices or high-net-worth clients. (Minimum $15M)
• Strong knowledge of tax, estate, and trust planning.
• Proven ability to build and maintain long-term client relationships.
• CFP required
• Experience with eMoney Advisor is a plus.

• Hybrid work schedule.
• Bonus
• Unlimited PTO
• Excellent Benefit package.

wealth manager, high-net-worth advisory, family office, financial planning, estate planning, trust planning, tax strategies, CFP, portfolio management, private wealth