A rapidly growing, nationally recognized wealth management firm is seeking an experienced Senior Wealth Manager to join its expanding Private 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 candidate brings deep expertise in tax, estate, and trust planning, along with a passion for delivering highly customized, comprehensive wealth strategies.
In this relationship-driven position, you will serve as a trusted advisor, working closely with an integrated team of tax, estate, 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, cultivating long-term, trust-based relationships
- Lead comprehensive financial planning engagements, including advanced tax strategies, estate planning, and philanthropic initiatives
- Oversee and monitor client investment portfolios, ensuring alignment with long-term objectives and risk tolerance
- Partner cross-functionally with internal tax, estate, trust, and investment teams to deliver coordinated, high-touch client service
Senior Wealth Manager Qualifications
- 7+ years of experience in wealth management or financial planning, with a focus on high-net-worth clients (typically $15M+ in assets)
- Demonstrated expertise in tax, estate, and trust planning strategies
- Proven track record of building, growing, and maintaining long-term client relationships
- CFP® designation required
- Experience with eMoney Advisor is a plus
Senior Wealth Manager Benefits
- Hybrid work environment with flexibility
- Competitive compensation with performance-based bonus
- Unlimited PTO
- Comprehensive benefits package
