Director, Wealth Advisor

Overview

Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized client service, the firm provides a full suite of investment advisory, planning, and operational support services. The team operates within a dynamic, fast-paced environment and takes pride in fostering a collegial, entrepreneurial culture.

Responsibilities

Coordinate the planning and delivery of services across key areas: investment oversight, cash-flow planning, education funding, risk management, estate considerations, and philanthropy.

Draft and deliver customized reports, planning materials, and meeting presentations for clients.

Partner with senior advisors to support significant, complex relationships while gaining increasing responsibility.

Engage directly with clients and their outside professionals (attorneys, accountants, insurance providers) to ensure seamless execution of strategies.

Contribute to multi-generational family discussions and planning sessions.

Requirements

10 years of direct client advisory experience in wealth management, financial planning, or a family office environment.

A working knowledge of estate structures, asset management approaches, and advanced planning techniques.

Active Series 65 (or equivalent) license; CFP® or progress toward certification strongly preferred.

Clear communicator with the ability to simplify complex ideas.

Organized, detail-oriented, and comfortable juggling multiple priorities.

A relationship-builder with high emotional intelligence and a proactive mindset.

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