Private Wealth Advisor

International Search Consultants

What You Will Do Serve as the day-to-day project manager for assigned client relationships. Prepare for and participate in client meetings; manage follow-ups and cross-team coordination. Create client review materials, proposals, and custom reporting. Support senior advisors with cash-flow modeling, scenario analysis, and advanced planning. Build trusted relationships with client families and external partners (CPAs, attorneys, insurance). Ensure all work aligns with compliance, fiduciary, and firm standards. What We're Looking For Required: 5+ years in a client-facing advisory or planning role (RIA, broker-dealer, MFO). Experience supporting UHNW clients ($10M+). Series 63/65/66. Excellent communication, organization, and attention to detail. Preferred: CFP CFA CIMA (or in progress) Experience with tools like eMoney, Orion, Salesforce. Life/Disability Insurance license. Competitive base + discretionary bonus 401(k) with 3% match Generous PTO Wellness stipend & regular team retreats #J-18808-Ljbffr International Search Consultants

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Vacancy posted 1 day ago

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