Financial Planner

Our client is an established wealth management firm that provides a boutique, high-touch experience for high-net-worth individuals and families. Their mission centers on helping clients achieve lasting financial confidence through a deep understanding of their goals, values, and priorities.

They are seeking an experienced Private Wealth Advisor who brings a consultative mindset, strong technical planning background, and a passion for building meaningful client relationships. The ideal candidate will thrive in a collaborative, team-oriented environment and have proven experience managing complex financial situations for affluent clients.

Hybrid 3x/week in office

• Conduct regular client meetings to review and refine financial plans in alignment with changing goals, life stages, and market conditions.
• Identify opportunities to enhance client portfolios and introduce new planning strategies.
• Foster multi-generational relationships and develop new client opportunities through referrals and networking.
• Collaborate with internal planning and operations teams to deliver comprehensive, customized financial plans.
• Integrate multiple areas of financial strategy, including:
• Investment management
• Retirement income and distribution planning
• Estate and legacy planning
• Risk management and insurance analysis
• Education and major purchase planning
• Business and succession planning
• Ensure recommendations align with each client’s timeline, goals, and risk tolerance.

• Minimum of 5 years of experience in investment strategy, financial planning, or wealth management within a regulated financial environment.
• Excellent communication and relationship-building skills.
• Ability to work in a hybrid schedule, with in-office collaboration several days per week.

$/yr - $/yr

$150,00 - $200,000

Mid-Senior level

Full-time

Finance

Medical insurance

Vision insurance

401(k)