Wiss & Company,
Senior Wealth Advisor - Wiss Family Office
Wiss & Company,, Florham Park, New Jersey, us, 07932
Wiss Family Office — Senior Wealth Advisor
Wiss Family Office (Wiss Private Client Advisors, LLC)
Wiss Family Office currently advises on $870 million in assets and is a full service boutique wealth management firm offering a variety of services to a high net worth and ultra high net worth client base, with referrals from our parent firm, Wiss (a fast growing full service CPA firm servicing middle market businesses and their owners/families with over 300 employees). Wiss Family Office started 7 years ago and continues to experience tremendous growth and a high volume of client referrals from Wiss relationship partners.
We are looking for a Senior Wealth Advisor, who will be responsible for supporting and implementing Wiss Family Office Private Client offering. The Senior Wealth Advisor will manage High Net Worth and Ultra High Net Worth client relationships, and will work with other areas at Wiss including Estate Planning, Tax, and Transaction Advisory to develop highly customized sophisticated plans for clients.
Responsibilities
Serve as the primary contact in supporting client's overall financial planning needs
Develop in depth custom materials including cash flow, estate, tax and insurance
Primary point of contact for clients' families
Acquire, develop, and retain assets within existing client base
Train future financial advisors and staff to support client base
Experience
Bachelor's Degree in business or related field.
8-10 years' experience in a full service RIA or other type of Financial Services Institution
Series 65 and Certified Financial Planner (CFP) required, other licenses (CFA, etc) a plus
Prior experience working in an accounting firm a huge plus
Competencies
Advanced understanding of the full range of financial, tax and estate planning topics and solutions and depth of experience working with ultra high net worth and high net worth clients
Client-centric with high ethical standards
Demonstrated development of talent, training, and mentoring staff
High attention to detail with strong analytical skills
Critical thinking skills to assess clients' current financial position and evolving needs or requirements
Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity
Thrives in a team-based environment; able to collaborate; comfortable operating in an entrepreneurial fashion.
Salary will be commensurate with experience with the range being $120-$160k + discretionary bonus and comprehensive benefits.
Wiss is an Equal Opportunity-Affirmative Action Employer - Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation / Age
Wiss is committed to diversity and inclusion. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work.
To all staffing agencies:
Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.
#LI-HYBRID
#J-18808-Ljbffr
Wiss Family Office currently advises on $870 million in assets and is a full service boutique wealth management firm offering a variety of services to a high net worth and ultra high net worth client base, with referrals from our parent firm, Wiss (a fast growing full service CPA firm servicing middle market businesses and their owners/families with over 300 employees). Wiss Family Office started 7 years ago and continues to experience tremendous growth and a high volume of client referrals from Wiss relationship partners.
We are looking for a Senior Wealth Advisor, who will be responsible for supporting and implementing Wiss Family Office Private Client offering. The Senior Wealth Advisor will manage High Net Worth and Ultra High Net Worth client relationships, and will work with other areas at Wiss including Estate Planning, Tax, and Transaction Advisory to develop highly customized sophisticated plans for clients.
Responsibilities
Serve as the primary contact in supporting client's overall financial planning needs
Develop in depth custom materials including cash flow, estate, tax and insurance
Primary point of contact for clients' families
Acquire, develop, and retain assets within existing client base
Train future financial advisors and staff to support client base
Experience
Bachelor's Degree in business or related field.
8-10 years' experience in a full service RIA or other type of Financial Services Institution
Series 65 and Certified Financial Planner (CFP) required, other licenses (CFA, etc) a plus
Prior experience working in an accounting firm a huge plus
Competencies
Advanced understanding of the full range of financial, tax and estate planning topics and solutions and depth of experience working with ultra high net worth and high net worth clients
Client-centric with high ethical standards
Demonstrated development of talent, training, and mentoring staff
High attention to detail with strong analytical skills
Critical thinking skills to assess clients' current financial position and evolving needs or requirements
Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity
Thrives in a team-based environment; able to collaborate; comfortable operating in an entrepreneurial fashion.
Salary will be commensurate with experience with the range being $120-$160k + discretionary bonus and comprehensive benefits.
Wiss is an Equal Opportunity-Affirmative Action Employer - Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation / Age
Wiss is committed to diversity and inclusion. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work.
To all staffing agencies:
Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.
#LI-HYBRID
#J-18808-Ljbffr