Private Wealth Advisor

About the Company: Our client is a growing wealth management firm serving UHNW individuals, families, and institutions. With a reputation for innovation, collaboration, and personalized client service, the firm provides a full suite of investment advisory, planning, and operational support services. The team operates within a dynamic, fast-paced environment and takes pride in fostering a collegial, entrepreneurial culture. The Private Wealth Advisor is an excellent opportunity for someone with 5+ years of Associate Advisory experience seeking a supportive culture that fosters mentorship and growth from within toward a Lead Advisory role. The Private Wealth Advisor will work closely with ultra-wealthy families, entrepreneurs, and business owners, and is designed for someone who enjoys blending financial planning with project management and who thrives in a collaborative, client-focused setting.

Responsibilities: Coordinate the planning and delivery of services across key areas: investment oversight, cash-flow planning, education funding, risk management, estate considerations, and philanthropy. Draft and deliver customized reports, planning materials, and meeting presentations for clients. Partner with senior advisors to support significant, complex relationships while gaining increasing responsibility. Engage directly with clients and their outside professionals (attorneys, accountants, insurance providers) to ensure seamless execution of strategies. Contribute to multi-generational family discussions and planning sessions.

Requirements: 5 years of direct client advisory experience in wealth management, financial planning, or a family office environment. A working knowledge of estate structures, asset management approaches, and advanced planning techniques. Active Series 65 (or equivalent) license; CFP® or progress toward certification strongly preferred. Clear communicator with the ability to simplify complex ideas. Organized, detail-oriented, and comfortable juggling multiple priorities. A relationship-builder with high emotional intelligence and a proactive mindset.

Compensation & Benefits: Generous Base Salary plus discretionary bonus. Full benefits package including health, dental, vision, disability, life insurance, and 401(k) with company match. Paid time off starting at 15 days annually, plus holidays. Support for licenses, certifications, and ongoing professional development. Team culture that values collaboration, personal growth, and community involvement.