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About the Role

Serve as a strategic advisor to high-net-worth individuals, families, and business owners. Lead comprehensive financial planning relationships, provide fiduciary and business transition guidance, develop new client relationships, and collaborate with other professionals to deliver an exceptional, highly personalized client experience.

Responsibilities

Lead comprehensive financial planning relationships
Provide fiduciary and business transition guidance
Develop new client relationships
Collaborate with other professionals to deliver an exceptional, highly personalized client experience

Requirements

Bachelor's degree
10+ years of experience in financial services, trust, law, or a related field
Exceptional relationship-building skills
Exceptional financial planning skills
Exceptional strategic thinking skills
Exceptional communication skills
Experience leading advisors or strategic initiatives is strongly preferred
CFP, CTFA, CWS, or advanced degree preferred

Skills

Relationship-building
Financial planning
Strategic thinking
Communication

Experience Level

10+ years

Education Level

Bachelor's degree
CFP
CTFA
CWS
Advanced degree

About the Company

Help clients turn wealth into purpose, plans into possibilities, and relationships into lasting partnerships.