Personal CFO & Wealth Planner

Chemistry Wealth Management; United States; On-site; USD 130,000 - 200,000; Full time

Job summary

Chemistry Wealth Management is seeking an experienced Private Wealth Advisor to act as the primary advisor for high-net-worth clients, coordinating investments, tax, estate planning, and risk management.

The role requires building trusted client relationships, delivering proactive planning, and guiding families through comprehensive financial strategies with a client-first, fiduciary approach.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• 5+ years of wealth management, financial planning, or advisory experience.
• Experience working directly with affluent and high-net-worth clients.
• Strong knowledge of insurance planning.
• Cash flow and balance sheet management.
• Strong written, verbal, and presentation skills.
• Ability to manage multiple client relationships simultaneously.

Responsibilities

• Serve as the primary relationship manager for assigned client households and lead client reviews.
• Develop deep knowledge of clients’ goals, values, and financial circumstances; coordinate across disciplines.
• Create and maintain comprehensive financial plans; manage cash flow and budgeting.
• Coordinate with portfolio managers, tax professionals, and attorneys to deliver integrated advice.
• Identify opportunities to deepen relationships and participate in growth initiatives.
• Ensure fiduciary standards, compliance, and documentation are maintained.

Skills

Relationship management

Communication

Presentation skills

Multi-client management

Financial planning knowledge

Education

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

Tools

CRM systems

Financial planning software

Portfolio accounting

Workflow tools

Custodial platforms

Job description

Chemistry Wealth Management is seeking an experienced Private Wealth Advisor to act as the primary advisor for high-net-worth clients, coordinating investments, tax, estate planning, and risk management.

The role requires building trusted client relationships, delivering proactive planning, and guiding families through comprehensive financial strategies with a client-first, fiduciary approach.