Private Wealth Advisor

Job Title:

Private Wealth Advisor

Location:

Wayzata, MN

Reports to:

President

The Private Wealth Advisor is responsible for providing comprehensive financial planning, investment management, and wealth preservation strategies to high-net-worth individuals and families. This role requires deep experience working with affluent clients, delivering highly personalized advice, and building long-term, trusted relationships.

• Serve as the primary advisor to high-net-worth and ultra-high-net-worth clients, delivering customized wealth management solutions
• Develop and implement holistic financial plans, including investment management, retirement planning, tax‑efficient strategies, estate planning coordination, and risk management
• Construct and manage diversified investment portfolios aligned with client goals, risk tolerance, and time horizons
• Collaborate with external professionals (CPAs, estate attorneys, trust officers) to ensure integrated wealth solutions
• Proactively monitor client portfolios and financial plans, making recommendations based on market conditions and life events
• Identify opportunities to deepen client relationships through additional services and strategic advice
• Acquire and retain new high-net-worth clients through referrals, networking, and business development efforts
• Maintain compliance with regulatory requirements and firm policies
• Provide exceptional client service, including regular reviews, reporting, and timely communication

• Bachelor’s degree in Finance, Economics, Business, or a related field
• Minimum of 5–10 years of experience advising high-net-worth clients
• Proven track record of managing complex client relationships and significant assets under management
• Strong understanding of investments, portfolio construction, and wealth planning strategies
• Experience working with trusts, estate planning concepts, tax‑efficient investing, and philanthropic planning
• Excellent interpersonal, communication, and relationship‑building skills

• Professional designations such as CWPA, CFP®, CFA®, CPA, or equivalent
• Experience in a private bank, registered investment advisor (RIA), or family office environment
• Established network of high-net-worth clients and referral partners
• Client‑first mindset with a high level of discretion and professionalism
• Strategic thinking and problem‑solving abilities
  
  Strong analytical and financial modeling skills
• Ability to explain complex financial concepts in a clear, client‑friendly manner
• High ethical standards and commitment to fiduciary responsibility

Position may be subject to pre‑employment screening, which may include background check and drug testing.

PACK is an Equal Employment Opportunity Employer. The Company's policy is not to unlawfully discriminate against any applicant or employee on the basis of race, color, sex, sexual orientation, gender identity, religion, national origin, age, disability, genetic information, military status, or any other consideration made unlawful by applicable federal, state, or local laws. The Company also prohibits harassment of applicants and employees based on any of these protected categories.

It is also PACK policy to comply with all applicable state, federal and local laws respecting consideration of unemployment status in making hiring decisions.