A rapidly growing, nionally recognized wealth management firm is seeking an experienced Senior Wealth Manager to join its expanding Prive Wealth practice.
This is a high-impact, client-facing role designed for a seasoned advisor who excels in serving high-net-worth individuals and family office clients. The ideal candide brings deep expertise in tax, este, and trust planning, along with a passion for delivering highly customized, comprehensive wealth stregies.
In this relionship-driven position, you will serve as a trusted advisor, working closely with an integred team of tax, este, trust, and investment professionals to provide a seamless and holistic client experience focused on preserving, growing, and transferring wealth.
Senior Wealth Manager Key Responsibilities
- Serve as the primary advisor to high-net-worth and family office clients, cultiving long-term, trust-based relionships
- Lead comprehensive financial planning engagements, including advanced tax stregies, este planning, and philanthropic initiives
- Oversee and monitor client investment portfolios, ensuring alignment with long-term objectives and risk tolerance
- Partner cross-functionally with internal tax, este, trust, and investment teams to deliver coordined, high-touch client service
Senior Wealth Manager Qualificions
- 7+ years of experience in wealth management or financial planning, with a focus on high-net-worth clients (typically $15M+ in assets)
- Demonstred expertise in tax, este, and trust planning stregies
- Proven track record of building, growing, and maintaining long-term client relionships
- CFP designion required
- Experience with eMoney Advisor is a plus
Senior Wealth Manager Benefits
- Hybrid work environment with flexibility
- Competitive compension with performance-based bonus
- Unlimited PTO
- Comprehensive benefits package
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