Private Client Advisor

Our client is a forward-thinking wealth management firm dedicated to helping their clients grow, preserve, and enjoy their wealth. They take a personalized, high-touch approach to investment management and financial planning, serving successful individuals, families, and entrepreneurs. The Firm is seeking a skilled and client-focused Wealth Advisor with 7+ years of experience in financial advisory. This individual will play a key role in managing client relationships, delivering tailored financial strategies, and contributing to the growth and success of the firm. The ideal candidate is a proactive communicator, strategic thinker, and fiduciary-minded professional. Key Responsibilities: Serve as the lead advisor for a portfolio of high-net-worth clients Deliver comprehensive financial planning and investment advice aligned with client goals Conduct portfolio reviews and financial plan updates with clients regularly Build and deepen client relationships through ongoing communication and trust Collaborate with firms investment and planning teams to develop and execute client strategies Identify and pursue opportunities to grow client relationships and firm AUM Stay current on market trends, financial planning strategies, and regulatory developments Qualifications: 7+ years of experience in wealth management or financial planning Demonstrated success managing and growing client relationships Series 65 license, CFP® (Certified Financial Planner) or CFA® (Chartered Financial Analyst) designation required Excellent communication, interpersonal, and presentation skills Deep understanding of investment principles and financial planning techniques Strong ethical standards and a fiduciary mindset