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Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment.
Job Responsibility
Manage and advise a book of high-net-worth clients
Develop personalized financial plans and investment strategies
Build long-term client relationships through proactive communication and portfolio reviews
Deliver ongoing financial planning and investment guidance
Identify opportunities to deepen existing relationships and support business development
Collaborate with advisors and internal teams to provide an exceptional client experience
Stay current on market trends and economic developments to support client recommendations
Requirements
3-10+ years of wealth management or financial advisory experience
CFP or CFA required (or CFP near completion)
Series 65 license or ability to obtain within 90 days
Experience with financial planning software such as MoneyGuidePro, Wealthscape, or Advisor Center
Strong investment knowledge and financial planning expertise
Proven ability to build trusted client relationships and deliver exceptional service
Excellent communication and relationship management skills