Senior Wealth Advisor
Company Overview:
They are a SEC-registered investment advisory (RIA) firm advising on over $6 Billion in assets, combining the experience of thier Wall Street heritage with the flexibility and creativity of a boutique firm. Their team is dedicated to delivering sophisticated, personalized financial solutions to ultra high net worth individuals, families, and institutions.
Position Summary:
The Senior Wealth Advisor plays a pivotal role in managing and growing client relationships, delivering comprehensive wealth management strategies, and serving as a trusted advisor to UHNW clients. This individual will lead financial planning efforts, oversee investment strategy implementation, and collaborate with internal and external professionals to address complex financial needs.
Key Responsibilities:
- Serve as the lead advisor for a select group of UHNW clients, providing holistic financial guidance.
- Develop and implement customized financial plans addressing investment management, estate planning, tax optimization, philanthropy, and legacy planning.
- Build deep, long-term relationships with clients and their families, often across multiple generations.
- Collaborate with internal investment, planning, and client service teams to ensure seamless execution of strategies.
- Identify opportunities for new business development through referrals, networking, and strategic partnerships.
- Stay current on market trends, regulatory changes, and financial planning innovations.
- Represent the firm at client meetings, industry events, and thought leadership forums.
Qualifications:
- Bachelor's degree in Finance, Economics, Accounting, or related field; advanced degree (MBA, JD, CFP®, CFA) preferred.
- Minimum of 10-20 years of experience in wealth management or private banking, with a focus on UHNW clients.
- Proven track record of managing complex client relationships and delivering tailored financial solutions.
- Deep understanding of investment strategies, estate planning, tax structures, and philanthropic vehicles.
- Exceptional interpersonal, communication, and presentation skills.
- Ability to lead client meetings and coordinate with attorneys, CPAs, and other professionals.
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