Exclusive Search – Client Advisor | Wealth Management | [Confidential RIA]We’ve been retained by a highly respected, independent, employee-owned RIA that delivers holistic financial planning for affluent families, executives, and business owners. With a strong reputation for integrity, sophistication, and client-first service, this firm is seeking an experienced Client Advisor to join their growing team.This is a key hire with the opportunity to lead client relationships, drive strategy, and mentor the next generation of advisors.The Opportunity:Serve as the primary relationship manager for a select group of HNW clientsDesign and implement comprehensive wealth management strategies, integrating investments, tax planning, and estate considerationsOversee investment policy statements, portfolio performance, and risk managementExpand client relationships and drive organic growth through exceptional service and engagementStep into a player-coach role, managing and mentoring junior team members while continuing to lead client relationshipsThe Ideal Candidate:Bachelor’s degree required; CFP® designation required10+ years of wealth management / financial advisory experienceStrong technical knowledge across investments, tax, and estate planningProven ability to build and deepen client relationships at the HNW levelProficiency with tools such as eMoney, Orion, Salesforce, and Microsoft OfficeLeadership potential with a desire to mentor and develop talentWhy This Firm?Independent, employee-owned culture – true autonomy and ownershipLong-term growth opportunities, including pathways to leadershipA collaborative team environment with best-in-class resourcesA mission-driven firm that exists to serve both clients and employees📍 Location: Morristown, NJThis is a rare opportunity to join a firm known for exceptional client service, employee longevity, and meaningful growth opportunities.If you’re ready to explore this opportunity, please reach out directly or apply in confidence.
