Personal CFO for High-Net-Worth Families

CFP Board of Standards Inc.; New York (NY); On-site; USD 130,000 - 200,000; Full time

Benefits offered by this job

Health & Retirement Benefits

Paid Time Off

Professional Development Support

Job summary

Chemistry Wealth Management is seeking an experienced Private Wealth Advisor who will act as a Personal CFO for a select group of high-net-worth clients. You will coordinate investments, tax planning, estate planning, insurance, and retirement, delivering proactive, planning-led guidance with a white-glove client experience.

The role emphasizes relationship leadership, multi-disciplinary coordination, and driving client outcomes within a growing, independent advisory firm that prioritizes

Qualifications

• Bachelor's degree or higher in Finance, Business, Economics, or related field.
• CFP certification preferred when available.
• 5+ years of wealth management, financial planning, or advisory experience.

Responsibilities

• Own and manage client relationships for high-net-worth households.
• Lead comprehensive financial planning across retirement, estate, taxes, insurance, and investments.
• Coordinate with portfolio managers, tax professionals, and attorneys to deliver integrated advice.
• Identify opportunities for deeper client engagement and organic growth.
• Ensure fiduciary standards, compliant documentation, and high-touch service.

Skills

Relationship-building

Financial planning

Communication

Presentation skills

Client service

Education

Bachelor's degree in Finance, Business, Economics, or related field

CFP certification preferred

Tools

Financial planning software

CRM systems

Portfolio accounting

Custodial platforms

Job description

Chemistry Wealth Management is seeking an experienced Private Wealth Advisor who will act as a Personal CFO for a select group of high-net-worth clients. You will coordinate investments, tax planning, estate planning, insurance, and retirement, delivering proactive, planning-led guidance with a white-glove client experience.

The role emphasizes relationship leadership, multi-disciplinary coordination, and driving client outcomes within a growing, independent advisory firm that prioritizes