Senior Vice President, Wealth Management Advisory
About the Company
Premier financial services firm specializing in investment management & private wealth services
Industry
Financial Services
Type
Privately Held
About the Role
The Company is in search of an accomplished SVP, Wealth Management Advisor to join their team. The successful candidate will be responsible for serving as a trusted advisor to High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals and families, delivering comprehensive financial strategies that are tailored to their unique goals. This role requires the ability to build and sustain deep relationships with clients, and the ideal candidate will have a portable book of business with a significant amount of assets under management. Key responsibilities include leveraging the firm's investment platform to provide a wide range of financial solutions, partnering with internal specialists to create holistic client plans, and executing business development initiatives to attract new clients. Candidates for this position should have a proven track record in managing a book of HNW/UHNW clients, with deep expertise in investment management, wealth transfer, and estate and tax planning. The role demands a professional with a strong business development and client retention history, excellent communication, and relationship management skills, and a white-glove service mindset. The ideal candidate will be a collaborative, team-oriented individual who values both independence and partnership within a top-tier firm. A client-first, fiduciary approach that prioritizes long-term trust and transparency is essential, as is the ability to work with internal teams to ensure seamless onboarding, portfolio management, and ongoing relationship servicing.
Travel Percent
Less than 10%
Functions
...Clean customers' homes according to Molly Maid standards - Follow our process and you'll delight every customer. Did we mention that you can earn tips too?! Communicate with customers and others in a friendly, positive, and professional manner - Our Cleaning, Professional...
...Are you an CNA looking to make a positive job change to meaningful work? We have some special opportunities for the right team members... ...in order to meet new needs. People - We are committed to hiring and investing in dedicated, passionate people. Value - We aim...
...environments? One of Nashvilles most established and buzz-worthy restaurant groups is looking for standout Front of House Managers to join their team of pros. If youre all about polished service, fine food, and genuine hospitalitylets talk. Fine Dining Restaurant...
...Podiatrist Home Visit Practice | Chicago, IL Join a well-established mobile podiatry practice serving the Chicago community! Were seeking a motivated Podiatrist to provide quality in-home care to our patients. This position offers the flexibility of full-time or...
...collaborative, and cohesive. We offer a strong starting benefits package including a competitive salary, employer-funded retirement (25... ...account * Life insurance * Malpractice insurance * Relocation assistance * Retirement plan * Vision insurance Ability...