Senior Wealth Manager, CFP

Senior Wealth Manager, CFP

Succession Planning

Wilmington, NC

Overview

• Growing, Billion-dollar AUM, Independent Wealth Advisory Firm seeks a Lead Financial Advisor to inherit high net worth relationships as part of long-term succession planning in an ensemble fee-based practice.
• Advise an existing book of high net worth clientele with regards to comprehensive wealth management, including financial planning, investment management, and tax planning.
• Lead and support educational workshops and seminars for prospective clients to help drive organic growth.
• Collegial office environment where advisors work together to provide robust, holistic service to the families they serve.
• The firm offers in-house tax services including tax preparation and sophisticated proactive tax planning.
• Competitive compensation package including significant base salary, discretionary bonuses and clear track to equity ownership.
  

Requirements

• 3+ years of experience as a lead relationship manager.
• CFP designation required.