Senior Wealth Advisor
forum groupSavannah (GA)
Senior Wealth Advisor
Posted 12 days ago
forum groupSavannah (GA)
SENIORITY
Manager
About the role
Senior Vice President, Private Wealth Advisor We're partnered with a well established multi-family office serving high and ultra high net worth families nationwide, hiring across major U.S. markets. The firm offers an integrated platform covering investment management, wealth planning, trust and estate, and family governance, with the independence and flexibility of a family office model.
About the Role:
As a Managing Director, Private Wealth Advisor, you'll lead relationships with ultra high net worth families, serving as their primary advisor and coordinating the firm's full range of resources. This is a fully remote senior seat for an advisor who wants to build and grow a practice in their own market with the backing of an established platform, without the constraints of a product-driven model.
Responsibilities:
Client Relationship Leadership: Serve as the lead advisor for high and ultra high net worth families, building long term, multi-generational relationships.
Business Development: Originate new client relationships through your own network, referral sources, and the firm's existing channels.
Integrated Planning: Partner with in-house investment, tax, trust, and estate specialists to deliver comprehensive solutions for complex family needs.
Team Leadership: Guide and mentor associates and support staff working with your client relationships.
Market Analysis: Stay current on market trends and investment strategies to provide clients with relevant, timely advice.
Compliance: Ensure adherence to regulatory requirements and firm policies while maintaining high standards of client service.
Representation: Represent the firm at industry events and build visibility and reputation in your local market.
Qualifications:
- Experience growing and maintaining a client book while leveraging strong referral pipeline serving high and ultra high net worth clients
- Deep experience managing complex, high balance client relationships
- A consistent track record of production growth
Series 7, 65, or 63, or CFP10+ years as a Private Wealth Advisor, Wealth Advisor, Private Client Advisor, Wealth Manager, Private Banker, or Wealth Management Advisor.
Featured Benefits:
Considerable transition package, brand recognition, institutional grade technology and research, direct access to solutions specialists, dedicated support team, long term career stability
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.