Senior Wealth Advisor — AI-Enabled Platform & Equity Path

CFP Board of Standards Inc.; United States; Presencial; USD 250.000 - 600.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Equity path

Transition support

Advanced tech platform

Descripción de la vacante

Freedom Family Office is seeking a Senior Wealth Advisor with established client relationships to lead strategic wealth management for high-net-worth families and entrepreneurs.

You will own discovery, advice, and whole‑picture judgment while leveraging a CIO‑led platform, advanced tax strategy, estate planning support, and dedicated specialists. Your week centers on client growth and deeper relationships, not infrastructure.

Formación

• Proven ability to manage relationships with entrepreneurs and HNW families.
• Strong advisory capabilities across investments, taxes, and estate planning.
• Experience leading client strategy and growth initiatives.

Responsabilidades

• Lead strategic client relationships and advisory seat.
• Collaborate with CIO-led platform and specialists on complex client cases.
• Drive prospecting, referrals, and COI development.
• Ensure ongoing relationship leadership and implementation accountability.

Conocimientos

Relationship management

Business development

Executive presence

Strategic advisory

Educación

CFP

CPA

JD

CFA

CEPA

Descripción del empleo

Freedom Family Office is seeking a Senior Wealth Advisor with established client relationships to lead strategic wealth management for high-net-worth families and entrepreneurs.

You will own discovery, advice, and whole‑picture judgment while leveraging a CIO‑led platform, advanced tax strategy, estate planning support, and dedicated specialists. Your week centers on client growth and deeper relationships, not infrastructure.