Job Description
Wealth Advisor
A well-established financial institution is seeking a Wealth Advisor to join its growing wealth management team. This role focuses on delivering customized portfolio solutions and financial planning services to high-net-worth clients, trust accounts, and multigenerational families.
If you're a relationship-driven investment professional who enjoys building long-term client trust and has a strong background in asset allocation, financial planning, and regulatory compliance — this could be a great fit.
Responsibilities:
Design and manage client investment portfolios in alignment with goals, risk tolerance, and estate planning needs
Serve as the primary point of contact for HNW/UHNW clients
Prepare periodic investment reviews and client-ready reports
Stay current on market trends and economic developments to inform asset allocation decisions
Ensure all activities comply with banking regulations and internal risk policies
Participate in client meetings, presentations, and community engagement events as needed
Qualifications
~ Bachelor’s degree in Finance, Economics, Business, or related field
~ CFP or CFA designation required (or in active pursuit)
~3+ years of experience in wealth management, investment advisory, or trust services
~ Strong interpersonal skills and a client-first mindset
~ Financial planning experience
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