About the Role
Our client, a prestigious wealth management firm is seeking an experienced Financial Advisor to serve their high-net-worth clients. This isn't just about managing portfolios – it's about building meaningful relationships with clients who need sophisticated financial guidance and a trusted partner for their financial journey.

You'll work directly with clients to develop comprehensive financial plans, manage investment strategies, and coordinate with their existing professional networks to deliver truly integrated wealth management solutions.

What You'll Do

• Guide high-net-worth clients through complex financial decisions with confidence and clarity

• Prepare for and actively participate in client meetings, ensuring thorough follow-up on all action items

• Create customized financial plans and investment recommendations tailored to each client's unique goals

• Manage client portfolios in alignment with their risk tolerance and objectives

• Build relationships with centers of influence (attorneys, CPAs, etc.) to expand your referral network

• Identify opportunities to deepen existing client relationships and generate referrals

• Collaborate with the internal team to deliver an exceptional client experience

What Sets You Apart

• You're a CFP® professional with 5+ years of client-facing experience in financial planning

• You've worked extensively with high-net-worth individuals and their unique challenges

• You have experience with major custodial platforms like Schwab and Fidelity

• You're an exceptional communicator who can explain complex concepts with clarity

• You're genuinely passionate about helping clients achieve their financial goals

• You're detail-oriented but never lose sight of the big picture

• You're constantly seeking to improve your knowledge and skills

Why Join

The firm is committed to providing the highest level of service to our clients. They offer a collaborative culture where your expertise will be valued and your professional growth supported. This is an opportunity to do meaningful work with a respected team in a role where your contributions directly impact clients' financial well-being.

Ready to take your financial advisory career to the next level? Apply today.