Wealth Advisor

Isthmus Partners is seeking a client-centric Wealth Advisor to join our team. In this fiduciary role, you will work closely with our Senior Wealth Advisors to manage, monitor, and grow a dedicated subset of high-net-worth client relationships. We utilize a mentorship model designed to give you a full working knowledge of our client portfolios, positioning you to seamlessly step into full relationship management responsibility over time. Key Responsibilities Relationship Management: Act as the strategic co-advisor for established client relationships, ultimately taking ownership of designated accounts. Portfolio & Wealth Planning: Assist in creating holistic financial plans, developing Investment Policy Statements (IPS), and managing asset allocation. Portfolio Operations: Monitor, rebalance, and trade portfolios; oversee comprehensive tax optimization strategies and client cash management (including lending solutions). Business Development: Actively engage with community centers of influence, meet with prospective clients to design solutions, and collaborate on growth initiatives. What We’re Looking For Experience: Minimum 5+ years in an asset management or financial advisory role with a proven track record of managing both portfolios and client relationships. Education & Credentials: Bachelor’s degree required; CFP® or CFA designation highly desired. Tech Stack: Familiarity with wealth management software like FactSet, MoneyGuide, Income Lab, Holistiplan and Morningstar is a plus. Core Attributes: A process-driven, analytical problem solver with exceptional communication skills and an unwavering commitment to fiduciary ethics. What We Offer Competitive Compensation: Base salary commensurate with industry experience. Performance Incentives: Annual incentive bonus tied to individual performance and firm profitability. Retirement Planning: 401(k) with company match and profit-sharing participation. #J-18808-Ljbffr