Wealth Manager Partner

Full-time

Procisive

Built for Experienced Wealth Managers

Client-first culture
Multiple growth engines
Consistent lead flow
Strong operational support
More time with clients
Commitment to excellence

We're looking for a Wealth Manager Partner to lead high-net-worth client relationships while contributing to the growth and future of a collaborative, client-focused advisory firm.

POSITION OVERVIEW

The Wealth Manager Partner is responsible for delivering comprehensive advice across financial planning, investments, retirement, tax, and estate planning strategies. This individual will serve as a trusted advisor to high-net-worth clients while helping drive business growth through relationship development and referrals.
This opportunity is designed for experienced wealth managers who want more than another advisor seat and are interested in building something meaningful within a growing firm.

RESPONSIBILITIES

Lead and manage high-net-worth client relationships
Develop and deliver comprehensive wealth management strategies
Advise clients on investment, retirement, tax, and estate planning matters
Conduct client and prospective client meetings
Collaborate with internal team members and outside professionals, including CPAs and attorneys
Contribute to firm growth through business development and relationship expansion
Serve as a leader within the advisory team
Maintain a high standard of execution, accountability, and client service

REQUIREMENTS

8+ years of wealth management experience
Experience advising high-net-worth clients
Existing book of business and demonstrated ability to develop client relationships required
CFP® preferred
Strong knowledge of financial planning, investments, tax, and estate strategies
Proven business development capability
Ability to operate independently while contributing to a team-oriented environment

IDEAL CANDIDATE

A successful wealth manager with an existing book of business who is seeking a stronger platform, collaborative culture, growth opportunities, and the ability to make a greater impact on clients and the future of the firm.

Apply

Vacancy posted 3 days ago

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