Senior Wealth Manager - Lead Advisor for UHNW Clients

Focus Financial Partners; Independence Township (OH); Hybrid; USD 150,000 - 250,000; Full time

Benefits offered by this job

Competitive compensation

Health benefits

Paid time off

Volunteer time off

Parental leave

Retirement contributions

Education support

Equity participation potential

Job summary

Fairway Wealth Management, part of Focus Financial Partners, is seeking a Wealth Manager to join its Wealth Advisory Services team. This fiduciary role delivers integrated wealth management advice to high-net-worth families and ultra-high-net-worth clients, with no product sales.

The Wealth Manager will oversee assigned client relationships, coordinating investments, tax planning, estate and retirement strategies, and charitable giving, while leading meetings and guiding junior staff in a

Qualifications

• Bachelor's degree required; preferably in Financial Planning, Accounting, Finance, Economics, Business, or related field.
• 8+ years of progressive experience in financial planning, investment advisory, public accounting, private banking, or related field.
• Significant experience working directly with high-net-worth or ultra-high-net-worth clients.
• CFP® Certification or active CPA license required.
• Strong knowledge across tax planning, estate planning, charitable planning, and portfolio strategy.
• Ability to cultivate referral relationships and contribute to business development.

Responsibilities

• Lead advisor for an assigned portfolio of high-net-worth and ultra-high-net-worth families.
• Develop and maintain comprehensive wealth management strategies covering investments, tax planning, cash flow, retirement, estate planning, risk management, and charitable giving.
• Provide sophisticated financial planning and investment advice focused on long-term after-tax outcomes.
• Coordinate with clients' accountants, attorneys, insurance professionals, trustees, and other outside advisors.
• Build and maintain trusted client relationships through proactive communication, thoughtful advice, and responsiveness.
• Lead client meetings and present complex financial concepts clearly.
• Review and guide the work of associates and client service professionals.
• Own client deliverables, follow-up items, and ongoing planning priorities.
• Develop referral relationships and identify business development opportunities.
• Collaborate across the firm to support a team-oriented, client-focused wealth management approach.
• Maintain high level of technical knowledge across tax, estate, charitable planning, and investment strategy.

Skills

Client relationship management

Financial planning

Investment advisory

Tax planning

Estate planning

Communication

Education

Bachelor's degree in a related field

Job description

Fairway Wealth Management, part of Focus Financial Partners, is seeking a Wealth Manager to join its Wealth Advisory Services team. This fiduciary role delivers integrated wealth management advice to high-net-worth families and ultra-high-net-worth clients, with no product sales.

The Wealth Manager will oversee assigned client relationships, coordinating investments, tax planning, estate and retirement strategies, and charitable giving, while leading meetings and guiding junior staff in a