A nationally recognized wealth management firm ($40B AUM) is looking for an experienced Senior Wealth Manager to join its expanding Private Wealth practice.
This is a high-impact role for a seasoned advisor who specializes in serving family office clients and high-net-worth individuals, with deep expertise in tax, estate, and trust planning. In this relationship-driven position, you will focus exclusively on delivering personalized, comprehensive wealth management solutions. You will collaborate closely with internal tax, estate, trust, and investment teams to ensure that clients receive a fully integrated and holistic approach to managing, preserving, and transferring their wealth.
Senior Wealth Manager Key Responsibilities:
- Serve as the primary advisor for high-net-worth clients, building long-term, trust-based relationships.
- Lead comprehensive financial planning, including tax strategies, estate planning, and philanthropic guidance.
- Oversee investment portfolios, ensuring alignment with client goals and monitoring performance.
- Collaborate with internal tax, estate, trust, and investment teams to deliver seamless client experience.
Senior Wealth Manager Qualifications:
- 7+ years in wealth management or financial planning, with experience serving family offices or high-net-worth clients. (Minimum $15M)
- Strong knowledge of tax, estate, and trust planning.
- Proven ability to build and maintain long-term client relationships.
- CFP required
- Experience with eMoney Advisor is a plus.
Senior Wealth Manager Benefits:
- Hybrid work schedule.
- Bonus
- Unlimited PTO
- Excellent Benefit package.
