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This growing wealth management firm helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends innovation, integrity, and a values-driven culture that empowers both clients and employees. You’ll be part of a nationally recognized firm with a boutique feel.
Job Responsibility:
Act as a Personal CFO, leading client relationships and implementing holistic strategies
Advise on investments, estate, tax, insurance, and retirement planning
Prepare and present tailored financial plans, portfolios, and cash flow analyses
Build business by engaging attorneys, CPAs, and other centers of influence
Lead and mentor a service team to deliver exceptional client outcomes
Contribute to firm-wide initiatives and community impact efforts
Requirements:
4+ years in financial or estate planning within a wealth management setting