JL Klein Executive Search
We are seeking a highly motivated and client-focused
Private Wealth Advisor
to join our clients growing wealth management team. The ideal candidate will hold the
Certified Financial Planner (CFP®)
designation and have a strong track record of building trusted client relationships, delivering comprehensive financial advice, and helping individuals and families achieve their long-term financial goals. Responsibilities
Serve as the primary point of contact for a portfolio of high-net-worth and ultra-high-net-worth clients. Develop personalized wealth management strategies that integrate investment management, financial planning, tax efficiency, retirement planning, estate planning, and risk management. Conduct detailed discovery meetings to assess clients’ financial situations, objectives, and risk tolerance. Manage and grow client relationships through proactive communication, portfolio reviews, and ongoing financial guidance. Collaborate with internal teams, including investment strategists, tax advisors, and estate planning professionals, to deliver holistic solutions. Stay informed on market trends, regulatory changes, and industry best practices. Maintain compliance with firm policies, FINRA/SEC regulations, and fiduciary standards. Prospect new clients through referrals, networking, and business development efforts. Qualifications
CFP® designation required
(additional credentials such as CPA, CFA, or ChFC a plus). Bachelor’s degree in Finance, Business, Economics, or related field.
#J-18808-Ljbffr
Private Wealth Advisor
to join our clients growing wealth management team. The ideal candidate will hold the
Certified Financial Planner (CFP®)
designation and have a strong track record of building trusted client relationships, delivering comprehensive financial advice, and helping individuals and families achieve their long-term financial goals. Responsibilities
Serve as the primary point of contact for a portfolio of high-net-worth and ultra-high-net-worth clients. Develop personalized wealth management strategies that integrate investment management, financial planning, tax efficiency, retirement planning, estate planning, and risk management. Conduct detailed discovery meetings to assess clients’ financial situations, objectives, and risk tolerance. Manage and grow client relationships through proactive communication, portfolio reviews, and ongoing financial guidance. Collaborate with internal teams, including investment strategists, tax advisors, and estate planning professionals, to deliver holistic solutions. Stay informed on market trends, regulatory changes, and industry best practices. Maintain compliance with firm policies, FINRA/SEC regulations, and fiduciary standards. Prospect new clients through referrals, networking, and business development efforts. Qualifications
CFP® designation required
(additional credentials such as CPA, CFA, or ChFC a plus). Bachelor’s degree in Finance, Business, Economics, or related field.
#J-18808-Ljbffr