Wealth Manager

Wealth ManagerFairway Wealth Management is an independent wealth management firm helping successful families bring structure, foresight, and accountability to complex financial lives. Serving as a personal CFO for its clients, Fairway coordinates investment strategy, tax planning, cash flow, estate and philanthropic priorities, risk management, and next-generation planning to deliver comprehensive, highly personalized wealth management solutions.Founded by CPAs, Fairway places a strong emphasis on tax efficiency and after-tax outcomes. As of February 2026, the firm's 23-person team manages more than $3 billion in investment assets for approximately 300 families across more than 30 states, with advisors averaging 18 years of experience.Fairway is seeking a Wealth Manager to join its Wealth Advisory Services team. This is a fiduciary advisory role with no financial product sales and offers the opportunity to serve as a trusted advisor to high-net-worth and ultra-high-net-worth families.The Wealth Manager will take primary responsibility for assigned client relationships, delivering integrated wealth management advice across investments, tax planning, estate planning, cash flow, retirement, risk management, charitable giving, executive compensation, and business interests. This individual will work closely with clients and their outside professional advisors to ensure strategies remain coordinated and aligned with each family's goals. This is a hybrid role (4 days in office / Fridays remote).Primary Responsibilities:The Wealth Manager will serve as the lead advisor for an assigned portfolio of high-net-worth and ultra-high-net-worth families, taking ownership of the client relationship and coordinating comprehensive wealth management strategies. This individual will collaborate with internal team members and external professional advisors to deliver thoughtful, integrated advice and an exceptional client experience.Serving as the lead advisor and primary point of contact for assigned high-net-worth and ultra-high-net-worth client familiesDeveloping and maintaining comprehensive wealth management strategies covering investments, tax planning, cash flow, retirement, estate planning, risk management, charitable giving, executive compensation, and business interestsProviding sophisticated financial planning and investment advice with a focus on long-term goals and after-tax outcomesCoordinating with clients' accountants, attorneys, insurance professionals, trustees, and other outside advisors to ensure strategies remain aligned across disciplinesBuilding and maintaining trusted, long-term relationships with clients through proactive communication, thoughtful advice, and exceptional responsivenessLeading client meetings and presenting complex financial concepts and recommendations in a clear and understandable mannerReviewing and guiding the work of associates and client service professionals supporting assigned client relationshipsTaking ownership of client deliverables, follow-up items, and ongoing planning prioritiesDeveloping referral relationships and identifying qualified business development opportunities to support the firm's continued growthLeveraging professional networks and centers of influence to cultivate prospective client relationshipsContributing to the development and improvement of Fairway's wealth planning standards, processes, and overall client experienceCollaborating with colleagues across the firm to support a team-oriented and client-focused approach to wealth managementParticipating in firm initiatives and contributing to the continued growth and development of the organizationMaintaining a high level of technical knowledge across tax planning, estate planning, charitable planning, investment strategy, and other areas relevant to comprehensive wealth managementQualifications:Bachelor's degree required, preferably in Financial Planning, Accounting, Finance, Economics, Business, or a related field8+ years of progressive experience in financial planning, investment advisory, public accounting, private banking, or a related fieldSignificant experience working directly with high-net-worth or ultra-high-net-worth clientsCFP® Certification or active CPA license requiredStrong technical knowledge across tax planning, estate planning, charitable planning, and portfolio strategyDemonstrated ability to develop and maintain referral relationships and contribute to business development effortsExisting book of business or established network of client and professional relationships is highly desirableStrong understanding of comprehensive wealth management and the ability to connect investment, tax, estate, and financial planning strategiesExcellent verbal and written communication skills with the ability to communicate complex financial concepts clearly and effectivelyStrong analytical and problem-solving abilities with sound professional judgmentExceptional attention to detail, organization, and follow-throughDemonstrated ability to take ownership of client relationships and deliverablesAbility to collaborate effectively with clients, colleagues, and external professional advisorsHigh level of professionalism, discretion, and commitment to fiduciary client serviceDesire to work in a collaborative, entrepreneurial, and growth-oriented wealth management environmentCommitment to continuous professional development and expanding technical expertiseWhat Fairway Offers:Competitive compensation and comprehensive benefitsGrowth-based bonus opportunitiesHealth benefits and generous paid time offVolunteer time off (VTO)Parental leaveRetirement contributionsSabbatical programSupport for continuing education and professional developmentComplex and meaningful work with high-net-worth and ultra-high-net-worth familiesLong-term career opportunities with increasing client and firm leadership responsibilitiesPotential opportunity for equity participation for qualified professionals based on firm criteriaA collaborative, team-oriented environment focused on delivering exceptional client outcomesThe annualized "all-in" pay range for this role is expected to be between $150,000-$250,000 compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.