Senior Wealth Advisor, Family Office

Vertex Global Solutions Inc; Florham Park (NJ); Hybrid; USD 100,000 - 125,000; Full time

Job summary

Join a dynamic and rapidly growing wealth management firm as a Senior Wealth Advisor. In this pivotal role, you will manage relationships with high net worth and ultra-high net worth clients, providing tailored financial planning solutions. Collaborate with a talented team to develop sophisticated strategies that address clients' unique needs, including estate and tax planning. This opportunity offers a chance to thrive in a supportive environment that values ethical standards and professional growth. If you are passionate about helping clients achieve their financial goals and have the expertise to guide them, this is the perfect position for you.

Qualifications

• 8-10 years' experience in financial services or RIA.
• Series 65 and CFP required; other licenses a plus.

Responsibilities

• Serve as the primary contact for clients' financial planning needs.
• Develop custom financial materials including cash flow and tax plans.
• Train future financial advisors and staff.

Skills

Financial Planning

Estate Planning

Tax Planning

Client Relationship Management

Analytical Skills

Critical Thinking

Mentoring

Education

Bachelor's Degree in Business or Related Field

Tools

Series 65 License

Certified Financial Planner (CFP)

CFA License

Job description

Senior Wealth Advisor - Wiss Family Office #23-00036

Florham Park, NJ 30% Remote Full Time

WISS Family Office (Wiss Private Client Advisors, LLC)

Senior Wealth Advisor

Wiss Family Office currently advises on $870 million in assets and is a full-service boutique wealth management firm offering a variety of services to HNW and UHNW client base, referrals from our parent firm, Wiss (a fast-growing full-service CPA firm servicing middle market businesses and their owners/families with over 300 employees). Wiss Family Office started 5 years ago and continues to experience tremendous growth and high volume of client referrals from Wiss relationship partners.

We are looking for a Senior Wealth Advisor, who will be responsible for supporting and implementing Wiss' Family Office Private Client offering. The Senior Wealth Advisor will manage High Net Worth and Ultra High Net Worth client relationships, work with the other areas at Wiss including Estate Planning, Tax, and Transaction Advisory to develop highly customized sophisticated plans for clients.

Responsibilities:

• Serve as the primary contact in supporting client's overall financial planning needs
• Develop in-depth custom materials including cash flow, estate, tax, and insurance
• Primary point of contact for clients' families
• Acquire, develop, and retain assets within existing client base
• Train future financial advisors and staff to support client base

Experience:

• Bachelor's Degree in business or related field.
• 8-10 years' experience in a full-service RIA or other type of Financial Services Institution
• Series 65 and Certified Financial Planner (CFP) required, other licenses (CFA, etc.) a plus
• Prior experience working in an accounting firm is a huge plus

Competencies:

• Advanced understanding of the full range of financial, tax, and estate planning topics and solutions and depth of experience working with ultra-high net worth and high net worth clients
• Client-centric with high ethical standards
• Demonstrated development of talent, training, and mentoring staff
• High attention to detail with strong analytical skills
• Critical thinking skills to assess clients' current financial position and evolving needs or requirements
• Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity
• Thrives in a team-based environment; able to collaborate; comfortable operating in an entrepreneurial fashion.

Wiss is an Equal Opportunity-Affirmative Action Employer - Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation / Age.

Wiss is committed to diversity and inclusion. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work.

To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.