Wealth Advisor — UHNW Client Strategy & Planning

Premier Path Wealth Partners; Madison (NJ); Hybrid; USD 125,000 - 150,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

HSA/FSA

401(k) with company match

Paid time off (PTO)

Work-from-home days

Summer Fridays

Education assistance

Job summary

Premier Path Wealth Partners seeks an experienced wealth management professional to serve as a trusted advisor for UHNW clients, leading relationships from planning to implementation and developing comprehensive financial plans. You will advise on retirement, estate, tax and risk strategies while managing portfolios aligned with client goals.

The role emphasizes collaboration with advisors, contributing to planning tech, reporting, and strategic initiatives.

Qualifications

• 5+ years of client-facing wealth management experience.
• Strong financial planning and relationship management skills.
• Exceptional communication, organization, and problem-solving abilities.
• Self-starter mindset with ability to work independently and collaboratively.

Responsibilities

• Serve as a trusted advisor and primary point of contact for assigned clients.
• Lead client relationships from planning through implementation.
• Develop and present comprehensive financial plans.
• Provide guidance on retirement, estate, tax, risk management, and philanthropic planning.
• Manage investment portfolios aligned with client goals and risk tolerance.
• Collaborate closely with advisors and team members across the business.
• Support investment management, planning technology, reporting, and strategic initiatives.

Skills

Client relationship management

Financial planning

Communication

Problem solving

Job description

Premier Path Wealth Partners seeks an experienced wealth management professional to serve as a trusted advisor for UHNW clients, leading relationships from planning to implementation and developing comprehensive financial plans. You will advise on retirement, estate, tax and risk strategies while managing portfolios aligned with client goals.

The role emphasizes collaboration with advisors, contributing to planning tech, reporting, and strategic initiatives.