Wealth Management Advisor

Chesapeake Search Partners is partnering with a growing wealth management firm to recruit a Principal Wealth Advisor. This client-facing leadership role offers the opportunity to manage high-value relationships while driving asset growth and delivering exceptional client outcomes. The Principal Wealth Advisor will serve as a trusted advisor to clients, lead complex wealth planning engagements, and collaborate across the organization to ensure a best-in-class client experience.

• Serve as the primary relationship manager for clients, ensuring high retention through proactive service and strategic financial guidance.
• Develop and deliver customized wealth planning strategies aligned with client goals, risk tolerance, and investment preferences.
• Lead client meetings throughout all phases of the wealth planning process and support onboarding of new client relationships.
• Participate in prospect presentations and guide new clients through the onboarding and transition process.
• Partner with internal teams including tax, legal, and investment professionals to deliver comprehensive financial solutions.

• CFP® or CFA designation required; CPA, JD, CHFC, or other advanced credentials a plus.
• 7–10+ years of wealth management or financial advisory experience.
• Strong client relationship management, business development, and leadership capabilities.
• Experience with eMoney, Salesforce, and Microsoft Office platforms preferred.