CPA Licensed Wealth Manager

Job Summary

To support a growing wealth advisory team, the hybrid Wealth Manager will serve as the lead advisor for high-net-worth and ultra-high-net-worth families, delivering integrated wealth management strategies across investments, tax planning, estate planning, and more, while collaborating with clients and their professional advisors.

Key Responsibilities:

• Serve as the primary point of contact for assigned client families, managing comprehensive wealth management strategies
• Provide sophisticated financial planning and investment advice focused on long-term goals and after-tax outcomes
• Build and maintain trusted relationships with clients through proactive communication and exceptional responsiveness

Required Qualifications:

• Bachelor's degree in Financial Planning, Accounting, Finance, Economics, Business, or a related field
• 8+ years of experience in financial planning, investment advisory, or related fields
• CFP Certification or active CPA license required
• Significant experience working directly with high-net-worth clients
• Strong technical knowledge across tax planning, estate planning, and portfolio strategy