Financial Advisor – High-Net-Worth Clients | Clear Path to Leadership

We’re partnering with a respected CPA and wealth advisory firm that’s known for its integrity, collaborative culture, and longstanding relationships with high-net-worth individuals and families.

This is a rare opportunity to step directly into an established book of high-value clients, with a real succession plan and leadership potential.

Why This Opportunity Stands Out:

• Ready-to-Serve Clients: Inherit and grow a thriving, loyal client base.
• Integrated Team Support: Work alongside CPAs, estate planners, and tax strategists in a collaborative environment.
• Long-Term Growth: Transition into a key leadership role over time with equity potential.

What You’ll Do:

• Provide personalized, holistic financial planning to affluent clients and families.
• Offer sophisticated strategies across investments, retirement, tax, estate, and risk management.
• Deepen client relationships and serve as a trusted, proactive advisor.
• Support organic growth through referrals and high-touch client service.

What We’re Looking For:

• 5+ years of experience in wealth management or financial planning.
• Strong knowledge of investment, estate, and tax planning strategies.
• A client-first mindset and proven relationship-building skills.
• CFP®, CPA, or CFA designation strongly preferred.
• Discretion and professionalism in a high-net-worth environment.