Wealth Management Advisor
Listed on 2026-10-14
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant, Financial Sales
We are partnering with a highly respected financial institution seeking a relationship-driven Trust and Wealth professional to join their growing team. This is a fantastic opportunity to work with high-net-worth clients, manage complex fiduciary relationships, and play a key role in delivering thoughtful estate and wealth planning solutions.
This is a key,
client-facing role working with high-net-worth clients on comprehensive planning and investment strategy.
- 7–10 years in portfolio construction, wealth management or financial services (client-facing)
- HIGHLY Preferred: CFA, CFP
- Excellent communication and relationship skills
- Ability to simplify complex strategies for clients
This individual will work directly with clients and advisors to deliver tailored investment, financial, tax, and estate planning solutions. Strong focus on client retention, portfolio management, and supporting new business gro
wth.
- Manage client portfolios and build long-term trusted relationships
- Lead client meetings and present complex investment strategies
- Partner with advisors on comprehensive wealth planning
- Play a role in growing market share in your region
We’re expediting the process and beginning interviews. Please apply and reach out directly Text/call
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).