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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