Overview In this role you will guide high-net-worth clients through comprehensive wealth and investment planning, building lasting relationships and coordinating integrated solutions. You will develop personalized plans across investments, taxes, retirement, and estate planning while upholding fiduciary standards. You'll work with internal specialists and external professionals to deliver holistic wealth management and stay ahead of market and regulatory changes. This is a client-centric, advisory role focused on meaningful long-term financial outcomes and professional growth.
Responsibilities- Manage a portfolio of high-net-worth clients through proactive relationship management and regular reviews
- Create customized financial plans covering investments, retirement, tax considerations, estate planning, and risk management
- Design and implement investment strategies and asset allocation aligned with client objectives and risk tolerance
- Monitor portfolio performance, rebalance, and adjust based on market conditions and life events
- Coordinate with internal specialists and external professionals to deliver integrated wealth solutions
- Prospect, develop, and convert new client relationships through referrals, networking, and targeted outreach
- Prepare clear client-facing reports and presentations explaining strategy and performance
- Ensure regulatory compliance, maintain accurate client records, and adhere to fiduciary responsibilities
- Stay informed on market trends, investment products, and regulatory changes; pursue professional development and maintain required licenses and certifications
Key requirements- Bachelor's degree in Finance, Economics, Business, or related field
- CFP designation strongly preferred
- 3+ years of wealth management or related advisory experience with high-net-worth clients
- Strong knowledge of investments, portfolio construction, asset allocation, and risk management
- FINRA registrations or state investment advisor licenses preferred (e.g., Series 7/66 or Series 65)
- Proven track record in client acquisition, relationship management, and retention
- Excellent interpersonal and communication skills; ability to explain complex financial concepts clearly
- High integrity, client-first mindset, and commitment to fiduciary standards
- Proficiency with financial planning software, portfolio management tools, and CRM systems
- Interpersonal excellence
- Clear and patient communication
- Relationship management
- Financial planning software
- Portfolio management tools
- CRM systems
