Senior Investment Advisor for HNW Wealth

Neil Jesani Wealth Management; Florida; On-site; USD 90,000 - 130,000; Full time

Job summary

Neil Jesani Wealth Management is seeking an experienced Investment Advisor / Service Advisor for full-time, in-person work in Sunrise or Delray Beach, FL, serving ultra-high-net-worth individuals and families.

You will lead client meetings, craft financial plans and investment strategies, advise on tax, estate and wealth transfer, and collaborate with CPAs and attorneys to serve each generation.

Qualifications

• 5+ years of direct client-facing investment/wealth advisory experience.
• Bachelor's degree required.
• Series 65 or Series 66 required.
• Strong knowledge of financial planning, investments, portfolio construction, and tax planning.
• Experience with Charles Schwab Advisor Center.
• Excellent communication, analytical, and problem-solving skills.
• RIA/independent wealth management experience preferred.
• Experience with alternative investments, trusts, estate planning, and tax-management strategies preferred.

Responsibilities

• Meet directly with HNW clients and serve as a trusted advisor.
• Participate in and lead client meetings.
• Develop and implement comprehensive financial plans and investment strategies.
• Analyze portfolios, tax situations, estate structures, cash flow, and long-term goals.
• Advise on portfolio management, tax-efficient investing, and wealth preservation.
• Assist with retirement, trust, estate, gifting, and multigenerational planning.
• Evaluate and discuss alternative investments, including private equity, private real estate, hedge funds, private credit, and structured notes.
• Apply strategies such as tax-loss harvesting and tax-deferral.
• Collaborate with CPAs, estate attorneys, and other professional advisors.
• Manage client relationships and assist with portfolio implementation and ongoing investment management.
• Utilize Charles Schwab Advisor Center and Advyzon CRM.

Skills

Client-facing

Financial knowledge

Communication skills

Problem-solving

Education

Bachelor's degree

Tools

Charles Schwab Advisor Center

Advyzon CRM

Job description

Neil Jesani Wealth Management is seeking an experienced Investment Advisor / Service Advisor for full-time, in-person work in Sunrise or Delray Beach, FL, serving ultra-high-net-worth individuals and families.

You will lead client meetings, craft financial plans and investment strategies, advise on tax, estate and wealth transfer, and collaborate with CPAs and attorneys to serve each generation.