Versant Capital Management, Inc.
Wealth Advisor (Phoenix)
Versant Capital Management, Inc., Phoenix, Arizona, United States, 85003
Were Hiring: Wealth Advisor
Ready to Elevate Your Career? Are you a high performer in the family office or wealth management space, looking for more than just a job? Do you thrive in a fast-paced, client-focused environment where your expertise and leadership truly make an impact? AtVersant Capital Management, were working to redefine what it means to help deliver exceptional financial guidance, and were looking for talented professionals who want to be part of something bigger.
What We Do Versant is amulti-family officeserving high-net-worth individuals and multi-generational families with aholistic approach. Our services go beyond wealth management and investment portfolio managementwe integrate tax planning, estate and legacy planning, liquidity and exit planning, retirement planning, family governance and education, risk management, lifestyle/household concierge services, and more.
Wealth Advisors play an advisory role of guiding families through complex decisions, coordinating with internal and external professionals, and delivering strategic, relationship-driven support across all facets of their financial lives.
What Youll Do As a Wealth Advisor, youll serve as a relationship manager, working closely with Senior Wealth Advisors, to deliver high-touch service and comprehensive, thoughtful financial guidance to our client families.
Key Responsibilities Develop and manage multi-generational client relationships with ongoing, proactive communication Coordinate and be accountable for family office and wealth management service offerings Collaborate with each clients team of external professionals, including attorneys and CPAs Meet with clients and prospects, often alongside attorneys, CPAs, or additional advisors, to gather information and support planning Develop comprehensive financial plans with alternatives and recommendations, and prepare them for client delivery Provide ongoing planning updates, portfolio reviews, goals-based discussions, and evaluate new opportunities Support the development of client-facing staff Contribute intellectually to firm processes and planning frameworks Use and optimize technology platforms involved in executing responsibilities
What Were Looking For Were seeking a relationship-driven advisor with strong technical and financial judgment, exceptional communication skills, and a leadership mindset.
Ideal Candidates Will Have: Five years of family office or wealth management experience advising HNW and UHNW multi-generational families CFA, CFP, CPA, or MBA designation (required) Series 65 or 66 Proficiency in e-Money, Black Diamond, Microsoft Word, Excel, PowerPoint, Outlook, Junxure or other CRM systems, and portfolio accounting/trading platforms Wealth management and financial planning judgment and experience Excellent communication and listening skills A strong client-first mindset with exceptional relationship-building capabilities Ability to be successful in a boutique, entrepreneurial environment
Why Versant ? Were not just another wealth management firm.Were building something extraordinary, and we invest in our people like we invest in our clients.
Culture of Excellence
Work alongside top-tier professionals who challenge and support you. Clear Career Path
We recognize and reward talent, offering meaningful growth opportunities. Work-Life Balance
We believe in flexibility and ahealthy, balanced careerthat supports personal and professional success. National Reach, Boutique Feel
With offices inDallas and Phoenix, we offer the best of both worldsbig opportunities with a close-knit, collaborative team.
Compensation & Benefits We know the best talent deservescompetitive compensation and meaningful perks. Heres what we offer:
Competitive salary based on experience, skills, and credentials Discretionary bonuses, incentive compensation, and potential equity opportunities Generous PTO plus personal/sick time Paid holidays Hybrid work (in-office, remote, and while traveling) Paid health, dental, and vision insurance Short- and long-term disability insurance Paid parental leave 401(k) and profit sharing Tuition reimbursement for professional accreditations/certifications and continuing education Matching gift charitable donation program Team retreats, professional development events, and firm-sponsored outings Developmental assistance and leveraging of networks to join nonprofit and other outside boards
This Is More Than a JobIts a Career Move If youre looking fora firm that values your expertise, fosters your growth, and challenges you to be your best, Versant Capital Management is the place for you.
We know that top talent comes in many forms. If you dont check every box but believe you have the skills, education, experience, and mindset to excel in this role, we encourage you to apply.
Ready to Elevate Your Career? Are you a high performer in the family office or wealth management space, looking for more than just a job? Do you thrive in a fast-paced, client-focused environment where your expertise and leadership truly make an impact? AtVersant Capital Management, were working to redefine what it means to help deliver exceptional financial guidance, and were looking for talented professionals who want to be part of something bigger.
What We Do Versant is amulti-family officeserving high-net-worth individuals and multi-generational families with aholistic approach. Our services go beyond wealth management and investment portfolio managementwe integrate tax planning, estate and legacy planning, liquidity and exit planning, retirement planning, family governance and education, risk management, lifestyle/household concierge services, and more.
Wealth Advisors play an advisory role of guiding families through complex decisions, coordinating with internal and external professionals, and delivering strategic, relationship-driven support across all facets of their financial lives.
What Youll Do As a Wealth Advisor, youll serve as a relationship manager, working closely with Senior Wealth Advisors, to deliver high-touch service and comprehensive, thoughtful financial guidance to our client families.
Key Responsibilities Develop and manage multi-generational client relationships with ongoing, proactive communication Coordinate and be accountable for family office and wealth management service offerings Collaborate with each clients team of external professionals, including attorneys and CPAs Meet with clients and prospects, often alongside attorneys, CPAs, or additional advisors, to gather information and support planning Develop comprehensive financial plans with alternatives and recommendations, and prepare them for client delivery Provide ongoing planning updates, portfolio reviews, goals-based discussions, and evaluate new opportunities Support the development of client-facing staff Contribute intellectually to firm processes and planning frameworks Use and optimize technology platforms involved in executing responsibilities
What Were Looking For Were seeking a relationship-driven advisor with strong technical and financial judgment, exceptional communication skills, and a leadership mindset.
Ideal Candidates Will Have: Five years of family office or wealth management experience advising HNW and UHNW multi-generational families CFA, CFP, CPA, or MBA designation (required) Series 65 or 66 Proficiency in e-Money, Black Diamond, Microsoft Word, Excel, PowerPoint, Outlook, Junxure or other CRM systems, and portfolio accounting/trading platforms Wealth management and financial planning judgment and experience Excellent communication and listening skills A strong client-first mindset with exceptional relationship-building capabilities Ability to be successful in a boutique, entrepreneurial environment
Why Versant ? Were not just another wealth management firm.Were building something extraordinary, and we invest in our people like we invest in our clients.
Culture of Excellence
Work alongside top-tier professionals who challenge and support you. Clear Career Path
We recognize and reward talent, offering meaningful growth opportunities. Work-Life Balance
We believe in flexibility and ahealthy, balanced careerthat supports personal and professional success. National Reach, Boutique Feel
With offices inDallas and Phoenix, we offer the best of both worldsbig opportunities with a close-knit, collaborative team.
Compensation & Benefits We know the best talent deservescompetitive compensation and meaningful perks. Heres what we offer:
Competitive salary based on experience, skills, and credentials Discretionary bonuses, incentive compensation, and potential equity opportunities Generous PTO plus personal/sick time Paid holidays Hybrid work (in-office, remote, and while traveling) Paid health, dental, and vision insurance Short- and long-term disability insurance Paid parental leave 401(k) and profit sharing Tuition reimbursement for professional accreditations/certifications and continuing education Matching gift charitable donation program Team retreats, professional development events, and firm-sponsored outings Developmental assistance and leveraging of networks to join nonprofit and other outside boards
This Is More Than a JobIts a Career Move If youre looking fora firm that values your expertise, fosters your growth, and challenges you to be your best, Versant Capital Management is the place for you.
We know that top talent comes in many forms. If you dont check every box but believe you have the skills, education, experience, and mindset to excel in this role, we encourage you to apply.