Wealth Manager
Windward Recruiting
We are seeking an experienced and client-focused Wealth Manager to serve high-net-worth families within a planning-driven RIA where advisors spend their time solving financial problems rather than selling products.
In this role, you will act as a trusted advisor and primary resource for clients across all facets of their financial lives from investments & tax strategy to estate and long-term planning. This position offers the opportunity to collaborate with an experienced advisory team in a fiduciary, fee-only environment focused on delivering high-touch service and thoughtful financial guidance. DUTIES & RESPONSIBILITIES- Serve as a primary advisor and trusted resource for clients on investments, tax planning, estate planning, insurance, retirement planning, and education planning
- Conduct comprehensive financial reviews for both existing and prospective clients
- Develop and implement customized financial plans and strategies designed to achieve each client's long-term goals
- Facilitate and lead client meetings, delivering thoughtful guidance and strategic recommendations
- Identify planning opportunities and potential risks across all aspects of a client's financial situation
- Collaborate closely with internal planning, investment, and operations teams to ensure consistent client service and best practices
- Coordinate with external advisors including CPAs, attorneys, and other centers of influence to support holistic client planning
- Stay informed on developments in financial planning, investment markets, tax policy, and regulatory changes affecting affluent clients
- Contribute to firm initiatives and continuous improvement efforts that enhance client experience and operational efficiency
- Bachelor's degree in finance, accounting, or a related field
- Minimum 7 years of experience in a client-facing wealth management or financial advisory role
- CFP, CPA, or CFA designation required
- Experience working with high-net-worth families, including tax and estate planning considerations
- Familiarity with the financial planning needs of business owners and medical professionals preferred
- Strong knowledge of the RIA and fee-only advisory model
- Experience with wealth management platforms such as Salesforce, Black Diamond, BNA, eMoney, Fidelity, or Schwab is a plus
- Demonstrated ability to build trust quickly with clients and maintain long-term advisory relationships
- Excellent analytical, communication, and relationship management skills
Vacancy posted 1 day ago
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