Windward Recruiting
We have an opportunity for a strategic, client-focused
Wealth Advisor
to join an independent RIA serving individuals and families. This is a relationship-driven role focused on holistic planning, long-term stewardship, and personalized financial guidance for HNW clients. DUTIES & RESPONSIBILITIES Serve as the primary advisor for a select group of HNW clients, managing the full wealth planning relationship Design and deliver comprehensive financial plans addressing investment, estate, tax, charitable, and retirement strategies Partner with internal experts across planning, operations, and investment management to implement client solutions Maintain proactive communication with clients, anticipating needs and initiating value-driven conversations Collaborate on business development efforts, including referrals, networking, and relationship expansion Stay informed on industry trends, compliance updates, and best practices in fiduciary wealth management Contribute to firm initiatives, internal process improvements, and team culture QUALIFICATIONS 2+ years of experience in financial advisory roles, preferably within an RIA, wirehouse, or private bank CFP required (or in progress); additional designations like CPWA or CFA a plus Proven experience serving clients with $1M–$10M+ in investable assets Strong planning and interpersonal skills, with the ability to tailor strategies to each client’s needs Familiarity with both public and private investment offerings Technologically fluent; comfortable with CRM systems and financial planning tools (eMoney preferred) Clean U4 and strong commitment to fiduciary standards
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Wealth Advisor
to join an independent RIA serving individuals and families. This is a relationship-driven role focused on holistic planning, long-term stewardship, and personalized financial guidance for HNW clients. DUTIES & RESPONSIBILITIES Serve as the primary advisor for a select group of HNW clients, managing the full wealth planning relationship Design and deliver comprehensive financial plans addressing investment, estate, tax, charitable, and retirement strategies Partner with internal experts across planning, operations, and investment management to implement client solutions Maintain proactive communication with clients, anticipating needs and initiating value-driven conversations Collaborate on business development efforts, including referrals, networking, and relationship expansion Stay informed on industry trends, compliance updates, and best practices in fiduciary wealth management Contribute to firm initiatives, internal process improvements, and team culture QUALIFICATIONS 2+ years of experience in financial advisory roles, preferably within an RIA, wirehouse, or private bank CFP required (or in progress); additional designations like CPWA or CFA a plus Proven experience serving clients with $1M–$10M+ in investable assets Strong planning and interpersonal skills, with the ability to tailor strategies to each client’s needs Familiarity with both public and private investment offerings Technologically fluent; comfortable with CRM systems and financial planning tools (eMoney preferred) Clean U4 and strong commitment to fiduciary standards
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