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
Job Tags
Similar Jobs
Symmetry Companies
...Hospitality divisions. We craft elevated member experiences through world-class amenities, thoughtful design, and effortless service. As our Graphic Designer, you will define how prospects and members see, feel, and connect with our brand. Position Overview You will...
Unifi
General information Job Title Airport Ramp Agent (American) - LIH PT Date Friday, May 16, 2025 State Hawaii City Lihue Base Pay Rate: $ 18.00 Full/Part Time Part Time Exempt or Non-Exempt Position...
Gilero, A Sanner Group Company
...About the job Are you a Project Manager with a passion for bringing innovative medical and drug delivery devices to life? At Gileros Carlsbad... ...on-site 3 days per week. The position offers the ability for remote work 1-2 days a week after an orientation period and remote...
Assured Nursing
...Job Description Assured Nursing is seeking a travel Medical Lab Technician for a travel job in Melbourne, Florida. Job Description & Requirements... ...Type: Travel Assured Nursing is currently seeking a Laboratory for a contract position in Melbourne Florida . This is a...
SmithGroup
..., communities and employees. Are you ready to help us get there? The San Francisco office of SmithGroup is looking for a Senior Interior Designer to join our team. Working with us, you will: Lead the design efforts for all stages of a project, including leadership...