Senior Client Advisor

Overview

• Lead wealth management services for ultra-high-net-worth clients, ensuring comprehensive support across investment, estate, and tax planning strategies.
• Collaborate with internal teams to deliver seamless client experiences and innovative financial solutions.
• Contribute to firm growth through relationship development and strategic client engagement.
• Work within a collegial and forward-thinking culture offering professional advancement opportunities.
• Participate in a firm with consistent organic growth and entrepreneurial spirit.
• Enjoy competitive compensation, including performance-based bonuses and equity participation pathways.

Key Responsibilities & Duties

• Act as the primary relationship manager for high-net-worth clients, providing proactive advice on investment, estate, and tax planning needs.
• Coordinate client strategies with internal teams to ensure exceptional service delivery.
• Design and implement advanced wealth transfer, liquidity, and tax mitigation strategies.
• Collaborate with external advisors to optimize client financial outcomes.
• Identify new opportunities for firm growth and deepen existing client relationships.
• Provide leadership and mentorship to team members, fostering professional development.
• Maintain a high level of client satisfaction through consistent communication and strategic planning.

Job Requirements

• Bachelor of Science degree with a strong academic background in finance or related fields.
• 8-10+ years of wealth management experience, including 5+ years in client leadership roles.
• Proven expertise in managing complex estate and tax planning strategies.
• Dynamic interpersonal skills with the ability to build rapport quickly.
• Leadership capabilities to guide and mentor team members effectively.
• Track record of developing client relationships and driving business growth.
• Preferred certifications: JD, CPA, or CFP with strong technical skills.
• Ability to work on-site five days a week and travel as needed.