Senior Wealth Advisor
The Forum Group
Job Description
We're partnered with a leading global wealth management firm dedicated to serving high and ultra high net worth individuals and families hiring across multiple cities across the U.S.. The platform is built on an open architecture investment platform, robust firm generated lead flow, and decades of investment in technology and specialist resources.
\n \nAbout the Role:
\nAs a Private Wealth Advisor, you'll manage and grow relationships with high and ultra high net worth clients, drawing on institutional grade technology, research, and a deep bench of specialists to deliver sophisticated financial strategies. This role is built for advisors who want to focus on clients and growth rather than administration, with firm generated leads supplementing your pipeline and a dedicated support team handling the operational lift.
\n \nResponsibilities:
\n- \n
- Client Relationship Management: Build and maintain strong relationships with high and ultra high net worth clients, delivering tailored wealth management and investment strategies. \n
- Business Development: Leverage firm generated lead flow alongside your own network and referral sources to consistently grow AUM and revenue. \n
- Complex Planning: Partner with in-house lending, banking, trust, estate, and capital markets specialists to address sophisticated client needs. \n
- Market Analysis: Stay current on market trends and investment strategies to provide clients with relevant, timely advice. \n
- Compliance: Ensure adherence to regulatory requirements and firm policies while maintaining high standards of client service. \n
- Representation: Represent the firm at industry events and networking functions to build visibility and reputation in the market. \n
Qualifications:
\n- \n
- Experience growing and maintaining a client book while leveraging strong referral pipeline serving high and ultra high net worth clients \n
- Deep experience managing complex, high balance client relationships \n
- A consistent track record of production growth \n
- Series 7, 65, or 63, or CFP \n
- 10+ years as a Private Wealth Advisor, Wealth Advisor, Private Client Advisor, Wealth Manager, Private Banker, or Wealth Management Advisor. \n
Featured Benefits:
\nConsiderable transition package, brand recognition, institutional grade technology and research, direct access to solutions specialists, dedicated support team, long term career stability
\nVacancy posted 3 days ago
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