Description

A rapidly growing, nationally recognized wealth management firm is seeking an experienced Senior Wealth Manager to join its expanding Private Wealth practice.

This is a high-impact, client-facing role designed for a seasoned advisor who excels in serving high-net-worth individuals and family office clients. The ideal candidate brings deep expertise in tax, estate, and trust planning, along with a passion for delivering highly customized, comprehensive wealth strategies.

In this relationship-driven position, you will serve as a trusted advisor, working closely with an integrated team of tax, estate, trust, and investment professionals to provide a seamless and holistic client experience focused on preserving, growing, and transferring wealth.

Senior Wealth Manager Key Responsibilities

• Serve as the primary advisor to high-net-worth and family office clients, cultivating long-term, trust-based relationships
• Lead comprehensive financial planning engagements, including advanced tax strategies, estate planning, and philanthropic initiatives
• Oversee and monitor client investment portfolios, ensuring alignment with long-term objectives and risk tolerance
• Partner cross-functionally with internal tax, estate, trust, and investment teams to deliver coordinated, high-touch client service

Senior Wealth Manager Qualifications

• 7+ years of experience in wealth management or financial planning, with a focus on high-net-worth clients (typically $15M+ in assets)
• Demonstrated expertise in tax, estate, and trust planning strategies
• Proven track record of building, growing, and maintaining long-term client relationships
• CFP® designation required
• Experience with eMoney Advisor is a plus

Senior Wealth Manager Benefits

• Hybrid work environment with flexibility
• Competitive compensation with performance-based bonus
• Unlimited PTO
• Comprehensive benefits package