Wealth Advisor - HNW clientele

Orlando, FL - USA

Monthly Salary: Not Disclosed

Posted on: 14-09-2025

Vacancies: 1 Vacancy

Job Summary

Boutique Wealth Management Firm in Orlando FL seeks Wealth Advisor to work with HNW clients in providing full suite of wealth management services with a focus on financial planning.

Focus is on providing excellent client service NO NEW BUSINESS REQUIREMENTS NO TAX SEASON
Advise HNW clients (5-10mm level) regarding all areas of their financial lives including cash flow and tax planning and modelling succession planning wealth transfer planning and tax trust and entity compliance
Research and review clients financial situation to gain a deep understanding of their complete financial picture
Work with internal and external teams to identify and implement client planning opportunities
Liaise with clients external accounting and tax advisors to ensure that all tax returns are handled properly
Requires 5 years HNW tax experience with a strong background in individual closely held business estate and/or trust tax
CPA required

Relocation Assistance Available

Required Experience:

Unclear Seniority

Boutique Wealth Management Firm in Orlando FL seeks Wealth Advisor to work with HNW clients in providing full suite of wealth management services with a focus on financial planning. Focus is on providing excellent client service NO NEW BUSINESS REQUIREMENTS NO TAX SEASON Advise HNW clients (5-10mm l...