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Wealth Management Advisor
Job in
Naples, Collier County, Florida, 33939, USA
Listed on 2026-02-16
Listing for:
Chesapeake Search Partners
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
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.
Key Responsibilities- 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.
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