Job Description
Wealth Advisor
A well-established financial institution is seeking a Wealth Advisor to join its growing wealth management team. This role focuses on delivering customized portfolio solutions and financial planning services to high-net-worth clients, trust accounts, and multigenerational families.
If you're a relationship-driven investment professional who enjoys building long-term client trust and has a strong background in asset allocation, financial planning, and regulatory compliance — this could be a great fit.
Responsibilities:
Design and manage client investment portfolios in alignment with goals, risk tolerance, and estate planning needs
Serve as the primary point of contact for HNW/UHNW clients
Prepare periodic investment reviews and client-ready reports
Stay current on market trends and economic developments to inform asset allocation decisions
Ensure all activities comply with banking regulations and internal risk policies
Participate in client meetings, presentations, and community engagement events as needed
Qualifications
~ Bachelor’s degree in Finance, Economics, Business, or related field
~ CFP or CFA designation required (or in active pursuit)
~3+ years of experience in wealth management, investment advisory, or trust services
~ Strong interpersonal skills and a client-first mindset
~ Financial planning experience
Job Tags
Similar Jobs
AccorHotel
...with us and extends throughout their entire journey with the company.Job DescriptionWe are seeking an experienced and passionate Sommelier to join our team. As our Sommelier, you will play a crucial role in enhancing our guests' dining experience through your extensive...
Essel
...barricades, temporary structures, and scaffolding. Traffic management and flagging Assisting tradesmen while learning a new skill. Requirements Experience is preferred. Willingness to undertake training if necessary. Reliability and...
American Medical Staffing
...1138. Posted job title: LPN:Schools,09:00:00-15:30:00 About American Medical Staffing American Medical Staffing is a staffing agency headquartered in Baltimore, MD. Our goal is to CREATE an extraordinary experience for our health care professionals. Our roots are...
Stuut
...Must be in NYC and in Grad School ** Stuut is, at its core, an engineering company, and is on a mission to build the best engineering... ...solve problems **What You Need** A minimum of 3 years of software engineering experience development experience, building,...
All-Star Transportation LLC
...Job Description Job Description Come join our team! As a school bus driver, you will have the support of a dedicated, local management team and the training needed to perform your job safely, and with care. Bus drivers are responsible for the safe delivery of students...