Private Wealth Advisor
Private Wealth Advisor
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1 Vacancy
Job Description
Job Characteristics
- Job Level: Private Wealth Advisor
- Type of Position: Full Time
- Exempt
- Anticipated Start Date: 2025
Our Ideal Candidate
- You are an experienced advisor with $25 million or more in portable AUM
- Hold an active FINRA Series 65 or 66 license
- Have a CFP CEPA or similar designation (preferred)
- Thrive in a culture rooted in collaboration shared purpose and long-term success
- You want to align with a firm that offers leadership strategic resources and operational strength
- Consistently demonstrate integrity professionalism and care for your clients
- You are growth-oriented intentional and ready to contribute to something bigger than yourself
Essential Job Functions
The Private Wealth Advisor will be a key member of the firms advisory team delivering investment advice and planning strategies to individuals families and business owners. This role involves both relationship management and business development. We are looking for someone with a strong track record a client-first mindset and a desire to grow alongside a supportive and ambitious firm.
- Cultivate new relationships through referrals introductions community and networking engagements
- Craft and present tailored financial plans that reflect each clients unique goals and values
- Actively monitor client portfolios and offer timely informed guidance
- Work alongside internal teams to ensure consistent and exceptional client experience
- Stay informed on markets tax and estate strategies and planning tools to provide best-in-class advice
- Maintain full compliance with industry regulations and firm-wide fiduciary standards
Requirements
- Bachelors degree in finance economics or a related field preferred
- Active Series 65 or 66 license
- Professional designations such as CFP CEPA or CPWA preferred
- Strong investment acumen and familiarity with portfolio construction and financial planning
- Exceptional interpersonal written and verbal communication skills
- Comfort with technology platforms and financial planning tools
- Unwavering commitment to client service confidentiality and professionalism
Employment Type
Full-time
