Job Description
Built for Experienced Wealth Managers
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- Client-first culture
- Multiple growth engines
- Consistent lead flow
- Strong operational support
- More time with clients
- Commitment to excellence
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We're looking for a Wealth Manager Partner to lead high-net-worth client relationships while contributing to the growth and future of a collaborative, client-focused advisory firm.
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POSITION OVERVIEW
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- The Wealth Manager Partner is responsible for delivering comprehensive advice across financial planning, investments, retirement, tax, and estate planning strategies. This individual will serve as a trusted advisor to high-net-worth clients while helping drive business growth through relationship development and referrals.
- This opportunity is designed for experienced wealth managers who want more than another advisor seat and are interested in building something meaningful within a growing firm.
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RESPONSIBILITIES
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- Lead and manage high-net-worth client relationships
- Develop and deliver comprehensive wealth management strategies
- Advise clients on investment, retirement, tax, and estate planning matters
- Conduct client and prospective client meetings
- Collaborate with internal team members and outside professionals, including CPAs and attorneys
- Contribute to firm growth through business development and relationship expansion
- Serve as a leader within the advisory team
- Maintain a high standard of execution, accountability, and client service
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REQUIREMENTS
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- 8+ years of wealth management experience
- Experience advising high-net-worth clients
- Existing book of business and demonstrated ability to develop client relationships required
- CFP® preferred
- Strong knowledge of financial planning, investments, tax, and estate strategies
- Proven business development capability
- Ability to operate independently while contributing to a team-oriented environment
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IDEAL CANDIDATE
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- A successful wealth manager with an existing book of business who is seeking a stronger platform, collaborative culture, growth opportunities, and the ability to make a greater impact on clients and the future of the firm.
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