Wealth Manager Partner

Built for Experienced Wealth Managers

• Client-first culture


• Multiple growth engines


• Consistent lead flow


• Strong operational support


• More time with clients


• Commitment to excellence

We're looking for a Wealth Manager Partner to lead high-net-worth client relationships while contributing to the growth and future of a collaborative, client-focused advisory firm.

POSITION OVERVIEW

• The Wealth Manager Partner is responsible for delivering comprehensive advice across financial planning, investments, retirement, tax, and estate planning strategies. This individual will serve as a trusted advisor to high-net-worth clients while helping drive business growth through relationship development and referrals.


• This opportunity is designed for experienced wealth managers who want more than another advisor seat and are interested in building something meaningful within a growing firm.

RESPONSIBILITIES

• Lead and manage high-net-worth client relationships


• Develop and deliver comprehensive wealth management strategies


• Advise clients on investment, retirement, tax, and estate planning matters


• Conduct client and prospective client meetings


• Collaborate with internal team members and outside professionals, including CPAs and attorneys


• Contribute to firm growth through business development and relationship expansion


• Serve as a leader within the advisory team


• Maintain a high standard of execution, accountability, and client service

REQUIREMENTS

• 8+ years of wealth management experience


• Experience advising high-net-worth clients


• Existing book of business and demonstrated ability to develop client relationships required


• CFP® preferred


• Strong knowledge of financial planning, investments, tax, and estate strategies


• Proven business development capability


• Ability to operate independently while contributing to a team-oriented environment

IDEAL CANDIDATE

• A successful wealth manager with an existing book of business who is seeking a stronger platform, collaborative culture, growth opportunities, and the ability to make a greater impact on clients and the future of the firm.