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.