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Financial Advisor (1092-1)
Wealth Advisory/Family Office firm seek a knowledgeable/experienced CFP with a
strong client orientation to join their firm in a role providing financial
advice to wealthy families/closely-held business owners. Firm has a robust
pipeline of incoming business and this role will not involve prospecting for
clients or cold calling.
Sit in on most client meetings and communicate with several clients on a daily
Analyze client?s situation and create framework of financial blueprint then
design personalized reports
Some phone calls with client attorneys/accountants/bankers/etc.
Some travel would be required?in person visits with select clients one to two
times per quarter
3-8 years of working with high-net worth clients or closely-held business
CFP required; will consider candidates who are close to completing the
CPA a plus but not required
Alternative Investments // Asset Management // Banking // Broker Dealer