Family Office Wealth Advisor

Key Responsibilities:

Serve as a project manager for assigned clients, driving the implementation of recommendations in the four main areas of advanced planning: wealth enhancement, wealth transfer, wealth protection and charitable giving. These include:

• Serve as project Manager for assigned clients, facilitating the implementation of recommendations in four key areas:
  Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Giving, including:
  Wealth Enhancement, Cash Flow Planning, Education Planning, Asset Management, Lending Solutions, Life Insurance, Family Meetings, and Health Insurance.
• Collaborate closely with Sr. Family Advisors and Service Team to ensure exceptional client service.
• Act as the primary contact for clients and their trusted advisors.
• Lead the preparation of prospect proposals and client review presentations.
• Assist in client review meetings, presenting and discussing cash flow models and advanced planning topics.
• Utilize CRM systems to capture meeting notes and instructions for the team, delegating tasks as necessary.
• Prepare proprietary reports for clients on an individualized basis.
• Build and maintain strong relationships with assigned client families.
• Comply with all industry regulations and firm policies.
• Foster a collaborative team environment.

• Strong financial planning acumen with 3-5 years of experience in a client-facing advisory role at a broker-dealer or RIA.
• Series 63, 65, and/or 66.
• Experience with advanced planning techniques, including donor advised funds, foundations, 529 accounts, and various insurance products.
• Knowledge of fundamental estate planning tools and techniques.
• Excellent communication and presentation skills, with the ability to simplify complex ideas for diverse audiences.
• Strong time management skills and a commitment to follow-through.
• The ability to work closely with our clients’ team of external advisors, including their estate planning counsel, personal/business tax professional, insurance professionals, etc.
• Ability to collaborate effectively with external advisors, such as estate planning counsel and tax professionals.
• High attention to detail, dedication to quality, and focus on client satisfaction.
• Exceptional emotional intelligence, integrity, and accountability.
• Enthusiasm for continuous learning and a collaborative, positive attitude.
• A can-do, problem-solving attitude and a collaborative, warm and upbeat personality.

• Experience advising privately held business owners/families.
• CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation strongly preferred.
• Life and Disability Insurance license.
• Familiarity with software such as Salesforce, Orion, Wealthscape, eMoney, or Mind Manager.

Full-time position with exempt status.

Competitive salary and incentive bonus structure.

Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance.

100% company match on 401(k) contributions up to 3% of annual pay.

Starting paid time off of 21 days per year, with an accrual program.

Opportunities for career and professional development, including training, certification reimbursement, and executive coaching.

Wellness reimbursement.

Regular team events and an annual retreat.

Access to exclusive vendor networks and preferred pricing discounts