Senior Wealth Advisor - Wiss Family Office

Wiss & Company,; Florham Park (NJ); On-site; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Senior Wealth Advisor to enhance its Family Office Private Client offering. This role is pivotal in managing high-net-worth and ultra-high-net-worth client relationships, requiring a blend of expertise in financial, tax, and estate planning. The ideal candidate will thrive in a collaborative environment, developing tailored strategies and mentoring future advisors. Join a dynamic firm that values diversity and inclusion, where your contributions will directly impact the financial success of clients and foster a culture of excellence and integrity.

Qualifications

• 8-10 years of experience in financial services, preferably in a full-service RIA.
• Advanced understanding of financial, tax, and estate planning topics.

Responsibilities

• Serve as the primary contact for clients' financial planning needs.
• Develop customized financial materials including cash flow and estate plans.

Skills

Financial 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

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 a high-net-worth (HNW) and ultra-high-net-worth (UHNW) client base, with referrals from our parent firm, Wiss. Wiss is 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 a 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 HNW and UHNW client relationships and work with other areas at Wiss, including Estate Planning, Tax, and Transaction Advisory, to develop highly customized and sophisticated plans for clients.

Responsibilities:

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

Experience:

• Bachelor's Degree in business or related field.
• 8-10 years of 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.) are 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, with depth of experience working with UHNW and HNW 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 and 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.