At NEPWA, we strive to be the most important relationship outside of our clients' families. We guide individuals and families through life’s most significant moments, offering deeply personalized financial advice and unwavering support.
Our vision is to be more than advisors. We aspire to be lifelong partners. Every member of our team is dedicated to doing the best work in an environment built on collaboration, purpose, and mutual respect. We believe that when our people thrive, so do our clients.

Our Core Values:

•Relationships First: We treat each client with the utmost care, as if they were our own friends and family. As a fiduciary, we must always put your financial interests first.

•Tailored, Integrated Services: Each client and family situation is unique. We tailor our advice and services to their individual needs, delivering highly customized solutions that align with each client’s goals, values, and legacy.

•Educational Focus: We take the time to explain our guidance in clear terms, empowering clients to make informed decisions.

•Legacy Planning: We help prepare the next generation to effectively manage and grow their wealth.

Discover a more thoughtful approach to wealth management — one built on deep understanding, tailored guidance and enduring partnership.


Disclosure: New England Private Wealth Advisors, LLC (“NEPWA”) is an SEC registered investment advisor.  For additional information about NEPWA, including fees and services, please refer to our Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply any specific level of skill or training.

Industry: Financial Services
Company Size: 11-50 employees

New England Private Wealth Advisors, LLC

Savvy Admin PROD

**Unique and Exciting Opportunity for a Seasoned Wealth Advisor **

** **

New England Private Wealth Advisors, LLC (NEPWA) is a rapidly growing, well-established registered investment advisor with over $5 billion in assets under management as of December 31, 2025. We are seeking an experienced Wealth Advisor to join our team and play a key role in delivering exceptional service to high and ultra-high-net-worth clients. This is an opportunity to advance your career within a collaborative, planning-focused firm that prioritizes deep client relationships and long-term outcomes.

** **

**Flexible, open architecture investment solutions including alternatives and strategies for tax optimization. **

** **

We provide a full suite of investment, administrative, compliance, and wealth planning resources—including tax, estate, and philanthropic strategies—empowering advisors to deliver exceptional service. Our investment approach is flexible and open architecture, including a wide range of traditional and alternative solutions as well as tax optimization strategies.

** **

**About Us **

- Fee-based RIA serving clients with $2M+ in liquid, investable assets

- Clients located nationwide, with a strong presence in New England

- Emphasis on collaborative team culture, high-touch service, and fiduciary care

- Primary Custodians: Charles Schwab and Fidelity Investments

**About You **

**We seek entrepreneurial, motivated wealth advisors who: **

- Have an exemplary track record of client service and client retention

- Are committed to fiduciary excellence

- Are growth-oriented and results-oriented

- Desire an opportunity to work with a top-tier professional team

**Key Responsibilities **

** **

- Serve as the primary relationship manager for high-net-worth clients, delivering comprehensive, goals-based financial planning and advice

- Lead the creation, implementation, and ongoing refinement of integrated wealth plans (investment, tax, estate, retirement, and risk management)

- Oversee portfolio strategy and asset allocation in alignment with client objectives, risk tolerance, and long-term plans

- Collaborate with internal specialists and external professionals (CPAs, estate attorneys, insurance advisors, etc. ) to deliver coordinated, holistic solutions

- Proactively identify planning opportunities and risks across all aspects of a client’s financial life

- Drive client engagement through regular reviews, performance reporting, and education on evolving strategies and market conditions

- Contribute to business development efforts through referrals, centers of influence, and supporting the firm’s organic marketing and sales strategy

** **

**Ideal Candidate Profile **

**Experience & Qualifications **

- 10+ years of relevant wealth management experience

- Bachelor’s degree in Accounting, Finance, or related field

- **CFP® designation required **; additional designations (e.g., CFA, CPA, CIMA) highly desirable

**Skills & Traits **

- Deep understanding of HNW client needs and complexities (e.g., trusts, philanthropy, restricted stock)

- Excellent communication and relationship-building skills

- Entrepreneurial mindset with the ability to be highly productive and autonomous

- Technologically proficient (especially with Microsoft Office; experience with Schwab/Fidelity platforms is a plus)

- High integrity, client-first mentality, and results-oriented approach

**Compensation & Benefits **

- Competitive base salary (W-2)

- Commission-based incentives tied to new asset growth and firm profitability

- Full benefits package, including:

- 401(k) with match

- Medical, dental, and vision insurance

- Flexible hybrid work schedule

**Why Join NEPWA? **

- Access to top-tier investment and planning resources

- Flexible, entrepreneurial culture backed by experienced leadership

- Strong support infrastructure: marketing, client service, compliance, operations

- Collaborative team with a proven growth track record

**TO APPLY: **

- **Please submit your resume **to recruiting@nepwealth.com

Senior Wealth Advisor – High Net Worth Clients

Built on a foundation of trust, integrity and promise, we proudly serve over 71,000 outstanding organizations and more than 17 million individuals. ¹ We take great pride in helping people with saving, investing and advice, while providing them with the tools and resources they need to help reach their financial goals. We’re continuing to grow — and innovate — every day.

Our mission is to empower financial freedom for all. That mission starts by delivering advice, personalized guidance and critical support. We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their journey.


Disclosures: https://www.empower.com/social-media/. 

----------------------------------------------------------------------------------------

¹ 1 As of April 1, 2022.

Industry: Financial Services
Company Size: 10,001+ employees

Empower

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success by serving as a trusted advisor and primary point of contact. This role is focused on retaining and growing net assets over time by delivering proactive and personalized financial advice through a highly engaging and strategic approach.

At Empower, our mission is to empower financial freedom for all, and our vision is to transform financial lives through advice, people, and technology. In this role you will bring that mission and vision to life—ensuring that every client interaction is Easy, Personal, and Enlightening.

This role requires a natural leader, someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients; leading with empathy, clarity, and insight to deliver a first-class experience.

This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve.

- This position offers a competitive bonus opportunity in addition to the base salary**

**The ideal candidate lives in the Southern California area and is excited to meet with clients in person as needed.**

**What You Will Do**

- Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clients

- Provide a first-in-class client experience through client onboarding, financial planning, and investor education

- Provide comprehensive relationship management through phone, email, and virtual meetings

- Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness

- Act as a liaison between clients and internal groups/departments within Empower Personal Wealth to serve clients

- Represent the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions

- Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning

- Effectively delegate, coach, train, and develop colleagues

- Travel as needed to meet with clients face-to-face and build strong relationships

**What You Will Bring**

- Bachelor’s degree in business or related discipline or equivalent experience

- 10+ years related work experience in financial services and client experience

- Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor

- Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning

- Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients

- Demonstrated success with high-net-worth clients, complicated planning, net promoter score, and client retention

- Active FINRA Series 65 required

- FINRA fingerprinting required

**What Will Set You Apart**

- CFP strongly preferred

- Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships

- Excellent verbal and written communication skills

- Able to manage many time-sensitive tasks simultaneously, pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

#PJPW

#PJHTF

**What We Offer You**

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

- Medical, dental, vision and life insurance

- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup

- Tuition reimbursement up to $5,250/year

- Business-casual environment that includes the option to wear jeans

- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year

- Paid volunteer time — 16 hours per calendar year

- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)

- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

**Base Salary Range**

$125,400.00 - $181,875.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer

-  Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

06-06-2026

**Want the latest money news and views shaping how we live, work and play? Stay in the know with ****The Currency ****and sign up for Empower’s free newsletter. **

Senior Private Wealth Advisor - Practice Lead

At Goldman Sachs, we believe progress is everyone’s business. That’s why we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow.
Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices in all major financial centers around the world. 

More about our company can be found at www.goldmansachs.com

For insights on developments currently shaping markets, industries and the global economy, subscribe to BRIEFINGS, a weekly email from Goldman Sachs. Copy and paste this link into your browser to sign up: http://link.gs.com/Qxf3

gs.com/social-media-disclosures

Industry: Financial Services
Company Size: 10,001+ employees

Goldman Sachs

**Job Description**

**Private Wealth Management (PWM)**

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

**This role is for a 2026 start.**

**As a Private Wealth Advisor, You Will**

- Leverage your unique background and experiences to build a business within Goldman Sachs

- Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential

- Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients

- Provide exceptional client service while maintaining the highest ethical standard in execution

- Curate a network of intermediaries to help best serve clients across complimentary services

- Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network

**Required Qualifications, Skills And Experience**

- Record of academic and professional achievement

- Four plus years of private wealth management, financial services, or related professional experience

- Prior sales, fundraising, business development or investing experience preferred

- Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm)

- Demonstrated strong connectivity within an established network

- Entrepreneurial spirit coupled with a desire to work in a team-oriented environment

- Exceptional client focus, business development, and relationship management skills

- Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships

- Creative approach to problem solving and developing innovative solutions for clients

- Self-motivated and able to work in an autonomous, yet collaborative environment

- Commitment to excellence and a high level of integrity

**Salary Range**

The expected base salary for this New York, New York, United States-based position is~~$100,000-$160,000 ~~. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

**Benefits**

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .

**About Goldman Sachs**

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2021. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - New York

At U.S. Bank, we help millions of clients achieve their goals with a balance of best-in-class technology and human expertise tailored to individual needs. As the fifth-largest commercial bank in the United States, we’ve built a reputation for strength and stability across a diversified mix of businesses, including commercial and institutional banking, business banking, payments, wealth management and consumer banking. We’ve been named one of the World’s Most Ethical Companies® by the Ethisphere Institute and the most admired superregional bank by Fortune. 

In addition to thousands of branches serving consumers, U.S. Bank offers a complete suite of products, services and strategic partnerships for business. Within our Wealth, Corporate, Commercial and Institutional Banking division, we serve more than half a million clients across the country and around the world, ranging from wealthy individuals and families to the largest corporations, including 90% of Fortune 1000 companies.

We’re also consistently recognized as a great place to work. We’re shaping our company culture with intention, focused on creating a workplace where it’s safe to speak up, share ideas and try new things. We’re proud to be recognized as a “Best for Vets” employer by the Military Times and included on Fair360’s (formerly DiversityInc.) list of Top 50 Companies for Diversity. 

U.S. Bank, NA. Member FDIC. Equal Housing Lender.

Industry: Banking
Company Size: 10,001+ employees

U.S. Bank

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

**Job Description**

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for growth through internal and external sales and development of new client relationships within PWM. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private Wealth Management's strategic partners in the region.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

**Base pay for this role usually falls within $140,000.00 - $175,000.00. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further. ******

**Basic Qualifications**

-  Bachelor's degree, or equivalent work experience

-  Eight or more years of experience interacting with High and Ultra High Net Worth clients

**Preferred Skills/Experience**

-  Requires established network with strong relationship management, networking, and business development skills

-  Demonstrated success in specific client segments or verticals with developed strategic partnerships

-  Experience profiling clients and formulating customized strategies to address their needs

-  Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists

-  Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication

-  A passion for problem-solving and acting as a strategic advisor

-  Ability to make critical decisions independently and act as a business owner

-  Professional designation such as CFA or CFP is preferred

**Location**

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

**Benefits:**

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

- Healthcare (medical, dental, vision)

- Basic term and optional term life insurance

- Short-term and long-term disability

- Pregnancy disability and parental leave

- 401(k) and employer-funded retirement plan

- Paid vacation (from two to five weeks depending on salary grade and tenure)

- Up to 11 paid holiday opportunities

- Adoption assistance

- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

**E-Verify**

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $124,695.00 - $146,700.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

**Posting may be closed earlier due to high volume of applicants.**

PWM Private Wealth Advisor

**Job Description**

**Private Wealth Management (PWM)**

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

**As a Private Wealth Advisor, You Will**

- Leverage your unique background and experiences to build a business within Goldman Sachs

- Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential

- Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients

- Provide exceptional client service while maintaining the highest ethical standard in execution

- Curate a network of intermediaries to help best serve clients across complimentary services

- Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network

**Required Qualifications, Skills And Experience**

- Record of academic and professional achievement

- Four plus years of private wealth management, financial services, or related professional experience

- Prior sales, fundraising, business development or investing experience preferred

- Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm)

- Demonstrated strong connectivity within an established network

- Entrepreneurial spirit coupled with a desire to work in a team-oriented environment

- Exceptional client focus, business development, and relationship management skills

- Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships

- Creative approach to problem solving and developing innovative solutions for clients

- Self-motivated and able to work in an autonomous, yet collaborative environment

- Commitment to excellence and a high level of integrity

**Salary Range**

At the Associate level, the expected base salary for this San Francisco, California, United States-based position is ~~[$75,000 - $160,000] ~~. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

At the Vice President level, the expected base salary for this San Francisco, California, United States-based position is ~~[$85,000 - $270,000] ~~. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

**Benefits**

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .

**About Goldman Sachs**

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2021. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

Asset & Wealth Management - Private Wealth Advisor - San Francisco

Join us as we celebrate 50 years of empowering our 50 million investor-owners.* Since our founding in 1975, we’ve been on a mission to help investors achieve their goals.

With no outside shareholders to answer to, we make decisions—including keeping investing costs as low as possible—with our clients’ needs in mind. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side.

We are a community that thinks—and feels—differently about investing. Together, we’re changing the way the world invests. Let’s celebrate 50 years together.

Community guidelines: vgi.vg/sgl1

*As of January 2025

Industry: Financial Services
Company Size: 10,001+ employees

Vanguard

Provides advanced financial advice and complex portfolio management guidance to High Net Worth clients.

Are you a Certified Financial Planner (CFP®) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This is your opportunity to thrive with competitive compensation, outstanding benefits, and a culture of inclusivity and support. Elevate your career and make a lasting impact with a leader in the financial industry!

As a Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer.

**Responsibilities**

Wealth Advisors onboard clients and manage a book of business which can include high-profile, and influential individuals and families. By communicating Vanguard’s investment philosophy and making recommendations that consider client suitability, risk tolerance, appropriate saving/spending strategies, Wealth Advisors give our clients the best chance for investment success by providing financial planning solutions using our time-tested research and investment methodology.

Wealth Advisors work in a collaborative team environment, partnering with internal resources to serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in partnership with internal Trust Administrators

As experts in the advice space, Wealth Advisors promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets and the financial industry and are willing to coach and support their peers.

**Why You'll Love Working Here:**

- Work-Life Harmony: Enjoy a balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.

- Professional Growth: Benefit from a workplace that prioritizes your professional development.

- Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.

**Compensation and Benefits:**

- At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being.

- Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses.

- Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards.

- Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases.

To learn more about our benefits, visit: https://www.vanguardjobs.com/benefits-rewards/

**Qualifications**

- CFP® designation required. Additional certifications such as the CFA, CTFA or CPA preferred.

- This job requires a Series 7, 63 or 66 regulatory license and/or registration (e.g. FINRA, state, SFC) as well as the SIE or ability to acquire once in the role. These will be determined by Compliance based on role-specific duties.

- 7+ years of financial advice, financial planning, book of business management and relationship management.

- Experience applying trust and estate planning knowledge to help preserve client’s wealth

- In-depth knowledge of financial planning, investment strategies, and industry regulations.

- Excellent written and verbal communication skills, including strong executive presence when interacting with clients and representing Vanguard at conferences and/or client visits

**Considerations**

- Occasional travel may be required to Vanguard clients, sites, or local/national professional conferences.

- Relocation is available to those who qualify.

- This role follows a hybrid working model. We are in the office Tuesday-Thursday and work remotely Monday & Friday.

Are you ready to take the next step in your career? We look forward to reviewing your application and learning more about you!

**Special Factors**

**Sponsorship**

Vanguard is not offering visa sponsorship for this position.

**About Vanguard**

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

**How We Work**

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Senior Wealth Advisor

At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more.

Providing our clients with the confidence that they’re doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.

Industry: Financial Services
Company Size: 51-200 employees

Modern Wealth Management

**We are seeking accomplished and well-organized wealth management professionals to help expand our national footprint. **

Executive Wealth Advisors are the most experienced advisors in the firm. They have two primary job functions: work with top 20% of the most profitable and/or complicated clients in the firm and the remaining 80% developing new client relationships. They are responsible for overseeing the top tier clients who generate a significant amount of revenue for the firm and identifying markets and other potential clients to bring into the firm. **A portable book of at least $45M in client assets is highly valued and comes with accelerated transition support, leadership opportunities, and potential equity participation. **

**Primary Duties: **

- Conduct all Get to Know meetings

- Maximize all new business development opportunities

- Manage top 10% of the team’s client reviews.

- Dedicate at least 20% of time in business development.

- Work with management team on improving client/prospect experience.

- Manage & develop Lead and Associate Advisors.

- Collaborate on new marketing strategies, programs, segments, and services models to drive new clients to the firm.

- Serves on investment management committee or helps determine firm investment strategies for clients.

**Requirements: **

- A bachelor's degree in finance, economics, business administration, or a related field is typically required. Certification such as Certified Financial Planner (CFP) is a plus.

- 10 years experience in financial planning, investment management, or a related field.

**Key Benefits **

- Generous continuing education support

- 100% company paid employee only premiums for Health, Dental & Vision Coverage

- 4% Company 401k match, 100% vested

We are proud to be an equal opportunity employer. We are committed to building an inclusive workplace and consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other legally protected status.

Executive Wealth Advisor

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

For information on Citi’s commitment to privacy, visit on.citi/privacy.

Industry: Financial Services
Company Size: 10,001+ employees

Citi

The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in the field and adapts them for application within the business. Recognized subject matter expert within own area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically, a small number of people within the business that provide the same level of expertise. Excellent communication skills required, often at a senior level. Requires advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Has a significant impact on the business through making decisions that determine approaches and strategies for the area. Provides advice and counsel related to the operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

**Responsibilities:**

- Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.

- Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.

- Conduct sophisticated economic and financial market analyses.

- Analyze economic trends/activities and advise the effects on the investors' portfolios

- Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.

- Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.

- Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.

- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

**Qualifications:**

- 15+ years of experience

- Experience including being a in proactive, successful sales and service role in the financial services industry with strong analytical and financial skills

- Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred; knowledge of Bloomberg a definite asset

- Ability to communicate with co-workers and clients.

- Strong verbal and written communication skills

- Organized with strong attention to detail

- Must be a self-starter, problem solver and a goal-oriented team player able to work without direction

- US: Registered FINRA Series 7. In addition, Series 66 (or Series 63 and 65) is required for CGMI.

- Group 1 insurance

- This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

**Education:**

- Bachelor's/University degree, Master's degree preferred

------------------------------------------------------

**Job Family Group:**

Private Client Coverage

------------------------------------------------------

**Job Family:**

Financial Planning Services

------------------------------------------------------

**Time Type:**

Full time

------------------------------------------------------

**Primary Location:**

Los Angeles California United States

------------------------------------------------------

**Primary Location Full Time Salary Range:**

$70,000.00 - $70,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

------------------------------------------------------

**Most Relevant Skills**

Please see the requirements listed above.

------------------------------------------------------

**Other Relevant Skills**

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

**Anticipated Posting Close Date:**

Mar 05, 2026

------------------------------------------------------

~~Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.~~

~~If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.View Citi’s EEO Policy Statement and the Know Your Rights poster.~~

Senior Wealth Advisor SAFE ACT

Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.

This page, and any associated posts, have been provided for informational purposes only and should not be considered as investment advice or as a recommendation.

Industry: Financial Services
Company Size: 501-1,000 employees

Beacon Pointe

**Job Description**

We are seeking qualified candidates to join Beacon Pointe as a Senior Financial Planner within the Financial Planning Department in our Newport Beach office. The ideal candidate will be responsible for creating financial plans, data management, and document analysis. This individual will work with our Wealth Advisors and play an integral role in adding value for our clients, focused on servicing sophisticated individuals and families.

**Responsibilities**

Specific responsibilities include, but are not limited to:

- Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals.

- Providing comprehensive personal financial planning to clients via telephone and electronic mail.

- Providing objective education to help clients meet their goals and achieve financial wellness.

- Partnering with clients to ensure they take action and hold themselves accountable.

- Providing concierge level service to a select group of high-net-worth clients. This entails frequent communication with clients and internal associates, both verbally and in writing.

- Creating content on various financial planning topics that will be sent to clients.

- Training other planners on eMoney and our approach to financial planning.

- Additional duties include participation in team projects and assisting with firm initiatives.

**Qualifications**

- CFP® designation

- 5+ years of relevant experience

- Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)

- Proficiency in Salesforce is preferred

- Proficiency in eMoney is required

- Highly organized and able to excel in a fast-paced environment

- Analytical with basic proficiency in Excel

- Excellent written and verbal communication skills

- Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service

**About Beacon Pointe Advisors**

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures .

Senior Financial Planner

Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support.
Our wealth solutions include:
- Wealth planning
- Investment advisory services
- Multi-generational wealth planning
- Risk management
- Philanthropy
- Executive compensation planning
- Business succession planning
- Family office services
- Retirement planning
To learn more about us, please visit mariner.com.

Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.

Industry: Financial Services
Company Size: 1,001-5,000 employees

Mariner

As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

**Responsibilities**

- Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients

- Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions

- Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs

- Effectively work with your team and available resources in support of our clients, executing client requests and updating information

- Active participant in obtaining new clients in partnership with strategic relationships and community networks

- Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates

**Qualifications**

- Bachelor’s degree required

- 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience

- Series 65, CFP or CFA required

**Skills & Knowledge**

- Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning

- Previous experience with high net worth or ultra-high net worth clients

- Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)

- Highly effective interpersonal, relationship management and communication skills

- Demonstrated talent development experience, training new staff, mentoring interns, etc.

- Excellent organizational and time management skills in a high energy environment to manage multiple priorities

- Strong attention to detail

Note: All Wealth Advisors must have a clean U4 with no disclosures.

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

EOE M/F/D/V

Compensation Range: $115K - $155K

Wealth Advisor

Citi‘s global footprint and ability to service clients holistically has positioned Citi to become an industry leader in Wealth. With an unwavering commitment to our clients, the Private Bank delivers a robust product offering and capabilities to help our clients achieve their goals.

Our Private Bankers and Product Specialists act as trusted advisors to many of the world’s most successful and influential individuals and families. The Citi Private Bank network of bankers and product specialists work in 50 offices in 15 countries. Our comprehensive services are tailored to individuals and families, including entrepreneurs and business owners, single- and multi-family offices, senior corporate executives, and next generation/inherited wealth. From banking and cash management to lending, investment strategies, trust and wealth advisory services, we are here to support our clients with a comprehensive range of services.

Our goal is to deliver expertise and a premier level of service while helping grow, manage and preserve wealth.  As we partner with our clients, we can provide global thinking informed by deep local insight and help deliver the complete financial management strategies that today’s wealth requires.

**Job Responsibilities:**

Responsible for leading the Latin America Private Bank across 6 offices and 5 booking centers, and driving the execution against our strategy, goals and objectives within a strong control environment. This role serves as chair of the Citi Private Bank Regional Advisory Board.

- Partner across the broader firm and Wealth’s regional and product heads to deliver responsible revenue growth, profitability and momentum for the Private Bank.

- Oversee operations to insure production efficiency, appropriate controls, quality, service and cost-effective management of resources

- Drive strategy and necessary culture change to achieve the Wealth Strategy

- Ensure that the business operates in accordance with applicable regulations and Citi policies

- Implement procedures and practices to manage operational risk and minimize operational losses

- Represent the Latin America Private Bank at appropriate legislative sessions, committee meetings, and at formal functions

- Promote the Citi Private Bank to local, regional, national and international constituencies

- Direct Citi Private Bank planning and policy making committees

- Ensures that the Leadership Team model and build a culture of internal excellence at all levels, influencing through their positive leadership behaviors, the conversion of people and culture strategies, into reality.

- Provides the mandate and executive leadership for management to ensure that the mission and core values of the company are put into practice.

- The Head of Latin America will report to the Head of Wealth and is a member of the Wealth and Citi Latin America Senior Leadership Teams

**Qualifications:**

- Senior business leader, with a proven track record in leading operating businesses in large organizations, relationship building and people management

- Proven execution skills in prior assignments

- Strong understanding CPB products and deep knowledge of Citi network

- Licensing requirements:  Series 7, 66 and 24

**Success Factors / Requirements:**

- Seasoned business leader with experience designing and driving the strategy for large / complex businesses in multiple geographies

- Exemplary leadership skills to engage diverse teams to partner and work together

- Strong understanding of wealth products

- Proven Risk Management Skills to drive the business with safety and soundness

- High work ethics to foster a culture of integrity

- Ability to build and maintain strong relationships across Citi, including credibility with Independent Risk

- High level of curiosity to continuously identify market trends and disruptions that impact PB in the region and/or its clients and ability to shift strategy to stay competitive

- Strong practice management skills, execution and implementation ability

- Ability to evaluate multiple long and short-term strategies and priorities and effectively make trade-offs to achieve aggressive business goals

------------------------------------------------------

**Job Family Group:**

Private Client Coverage

------------------------------------------------------

**Job Family:**

Private Client Senior Management

------------------------------------------------------

**Time Type:**

Full time

------------------------------------------------------

**Primary Location:**

Miami Florida United States

------------------------------------------------------

**Primary Location Full Time Salary Range:**

$250,000.00 - $500,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

------------------------------------------------------

**Most Relevant Skills**

Please see the requirements listed above.

------------------------------------------------------

**Other Relevant Skills**

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

**Anticipated Posting Close Date:**

May 15, 2026

------------------------------------------------------

~~Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.~~

~~If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.View Citi’s EEO Policy Statement and the Know Your Rights poster.~~

Head of Latin America Private Bank

The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

**Responsibilities:**

- Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.

- Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.

- Conduct sophisticated economic and financial market analyses.

- Analyze economic trends/activities and advise the effects on the investors' portfolios

- Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.

- Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.

- Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.

- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

**Qualifications:**

- 6-10 years of experience

- US: Registered FINRA Series 7. In addition, Series 66 (or Series 63 and 65) is required for CGMI.

- Group 1 insurance

- Proficient in software applications (ex. Microsoft Word, Excel)

- Knowledge of Bloomberg a definite asset

- Ability to communicate with co-workers and clients.

- Excellent written and communication skills.

- Strong financial background

**Education:**

- Bachelor's/University degree, Master's degree preferred

------------------------------------------------------

**Job Family Group:**

Private Client Coverage

------------------------------------------------------

**Job Family:**

Financial Planning Services

------------------------------------------------------

**Time Type:**

Full time

------------------------------------------------------

**Primary Location:**

Pasadena California United States

------------------------------------------------------

**Primary Location Full Time Salary Range:**

$70,000.00 - $120,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

------------------------------------------------------

**Most Relevant Skills**

Please see the requirements listed above.

------------------------------------------------------

**Other Relevant Skills**

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

**Anticipated Posting Close Date:**

Feb 10, 2026

------------------------------------------------------

~~Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.~~

~~If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.View Citi’s EEO Policy Statement and the Know Your Rights poster.~~

Senior Wealth Advisor SAFE Act

Farther is the leading technology-centric wealth management firm – empowering expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. The fastest-growing RIA in the country, Farther manages over $5b in assets across 100+ wealth managers and 5,000 clients.

Industry: Financial Services
Company Size: 201-500 employees

Farther

Company DescriptionFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

**The Role **

We're looking for an experienced Wealth Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW) clients. You'll leverage Farther's elite tech stack to provide concierge-level advisory for our most complex client relationships.

This role is ideal for a seasoned advisor who excels at navigating complex wealth situations and wants to focus on delivering sophisticated planning strategies rather than business development. You'll partner closely with leadership and centralized teams to ensure seamless, white-glove service.

**Your Impact **

- Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance

- Advise on sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transfer

- Collaborate with the investment team on alternative investment opportunities including private equity, venture capital, and direct investments

- Coordinate concierge services including bill pay, private aviation, real estate management, and family governance support

- Regularly review client portfolios and recommend adjustments as circumstances and market conditions evolve

- Maintain accurate documentation and ensure adherence to all regulatory and fiduciary standards

**The Ideal Match **

- 7+ years in wealth management with demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment

- Deep expertise in complex wealth strategies including tax law, trust structures, estate planning, and alternative investments

- Exceptional ability to communicate sophisticated financial concepts to clients and family members of varying financial literacy

- Series 65 or equivalent registration with clean U4

- Tech-savvy mindset with comfort adopting modern wealth management platforms

**Bonus Points **

- Experience managing client relationships with $50M+ in AUM per household

- Background working with tech founders, executives, or entrepreneurial wealth

- Experience with family governance, next-generation education, or philanthropic strategy

- Track record of exceptional client retention and satisfaction

- CFP Certification or additional credentials (CFA, CPA, JD, ChFC)

**Why Join Us **

- Competitive comp package that rewards impact

- Work alongside some of the brightest minds in fintech

- Ground-floor opportunity at a fast-scaling startup

- Chart your own growth path as we expand

- Full health benefits + 401(k) matching & Roth IRA options

- Unlimited PTO

- Ready to disrupt wealth management? Let's talk!

Ready to disrupt wealth management? Let's talk!

Wealth Advisor, Ultra High Net Worth

Your financial security does not come with instructions. That’s why Welcome Home Financial Partners exists. Wherever you are on your retirement journey, we can guide you through the highs and lows of preparing for retirement.

Learn more about us at welcomehomefp.com.

Welcome Home Financial Partners is also featured on Forbes, and locally throughout the week on CBS, ABC, NBC, and FOX. Find Welcome Home Financial in the media at welcomehomefp.com/media.

Advisory services are offered by Welcome Home Wealth Advisors, an Investment Advisor in the State of Virginia. Insurance products and services are offered through WPI Holdings, Inc, an affiliated company.

Industry: Financial Services
Company Size: 2-10 employees

Welcome Home Financial Partners

**Company Description **

Welcome Home Financial Partners specializes in guiding individuals and families through the complexities of retirement planning to achieve financial security. As trusted advisors, the firm offers comprehensive solutions including investment management and insurance services tailored to the unique needs of each client. Based in Virginia, the organization operates under Welcome Home Wealth Advisors for investment services and WPI Holdings, Inc for insurance products. Featured in Forbes and on major networks like CBS, ABC, NBC, and FOX, Welcome Home Financial Partners is a reputable and well-recognized leader in the financial services industry. Learn more about their services and media presence at welcomehomefp.com.

**Role Description **

This is a full-time, on-site role for a Financial Advisor located in Chesterfield County and Hanover County VA. The Financial Advisor will work closely with clients to assess their financial goals, create personalized financial plans, and provide guidance on investments, retirement planning, and long-term financial strategies. This role involves evaluating financial data, identifying potential opportunities for growth, and regularly reviewing and refining client portfolios to meet evolving needs.

**Qualifications **

- Financial Planning, Retirement Planning, and Investments expertise, with the ability to align strategies with client goals

- Comprehensive understanding of Finance and Financial Advisory services

- Strong analytical skills for evaluating financial data and making informed recommendations

- Excellent communication and interpersonal skills to build and maintain client relationships

- Relevant certifications such as CFP, CFA, or other industry credentials are highly desirable

- Two or more years of experience in financial advisory or related roles preferred

Financial advisor

RFG Advisory is a hybrid RIA firm built around a service first culture – we take care of our Advisors so that they can take care of their clients.  RFG delivers a fully-integrated platform engineered to power the independent Investment Advisor by offering a wide range of services, from a cutting-edge technology to compliance, investment management, operations, team management practice consulting and branding/marketing support.  Experienced in M&A, we grow through succession-driven acquisitions or independent advisor affiliation.  Our goal is to be the partner of choice for growth-oriented Advisors, to thrive in the midst of disruption in the wealth management industry and above all to enable Advisors to be in business for themselves, not by themselves.

Advisor led and professionally managed, RFG Advisory’s team wakes up every day thinking about how we can create value for our Advisors. We believe it speaks volumes that our talented employees are solely focused on delivering solutions to help grow an Advisor’s practice.    

Join Us – Your Future is Our Priority. 

For a list of states in which we are registered to do business, please visit www.rfgadvisory.com. 

Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services
Third party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services  as to accuracy or completeness.

Industry: Financial Services
Company Size: 51-200 employees

RFG Advisory

Pierson Wealth Management is seeking an experienced G2 **Financial Advisor ** to join our growing team in **Santa Clarita, CA **. This is a high-impact, in-office advisory role for a credentialed financial planning professional ready to own client relationships, lead a service team, and help shape the next chapter of a high-performing independent wealth management firm.

Reporting to the Director of Business Integration & Strategy, the G2 Advisor serves as the primary relationship manager for a defined client tier, leads advanced financial planning and case design, and provides direct day-to-day oversight of two Client Service Associates (CSAs). This is a senior individual contributor role with meaningful leadership responsibility and a clear path for growth as the firm scales.

Location: Santa Clarita, CA | Schedule: Full-time, In-Office | Reports To: Director of Business Integration & Strategy

**Client Relationship Management**

- Serve as primary advisor for C and D-tier clients and select B-tier relationships

- Lead client review meetings, build planning deliverables, and manage the full service cycle

- Collaborate with senior advisors on A-tier and complex planning situations

- Maintain a consistent, high-quality client experience aligned with PWM’s service standards

- Support migration to digital client touchpoints (digital reviews, portal adoption) as part of the firm’s evolving service model

**Financial Planning & Case Design**

- Lead comprehensive financial plans covering investment strategy, retirement, tax, insurance, and estate planning

- Own case design and illustrations for insurance and advanced planning scenarios

- Research and apply current planning strategies relevant to high-net-worth clients

- Remain current on tax law changes, regulatory updates, and industry best practices

**Team Leadership & CSA Oversight**

- Provide daily direction, oversight, and performance feedback to two Client Service Associates

- Review and approve meeting preparation materials; CSAs draft, G2 Advisor signs off before client delivery

- Set clear expectations, hold accountability, and create a structured, high-performing team environment

- Maintain consistent in-office presence to provide direct, reliable leadership

**Operations & Firm Initiatives**

- Oversee client onboarding, asset transfer processes, and service requests

- Partner with the Director of Business Integration & Strategy on workflow improvements and firm projects

- Contribute to the firm’s operational development and adoption of RFG platform tools

**Company**

Pierson Wealth Management is an independent, fee-based RIA serving high-net-worth individuals and families. Founded by Ivy Pierson, the firm has built a reputation for sophisticated financial planning, deep client relationships, and a commitment to doing things right not; just efficiently.

PWM operates within the RFG Advisory platform, which provides infrastructure, compliance support, and access to institutional-grade resources. The firm is at an exciting inflection point: growing its team, evolving its service model, and expanding its capacity to serve clients at a higher level.

We are a small team that takes our work seriously. Every person here plays a meaningful role. We reward expertise, respect autonomy, and invest in the growth of people who invest in us.

**Requirements**

The following qualifications apply to all candidates under consideration. Required items are non-negotiable for hire. Preferred items will meaningfully strengthen a candidate’s profile.

**Required**

- CFP® designation (CERTIFIED FINANCIAL PLANNER™)

- 7–10 years of experience in financial planning or wealth management

- Series 65 or Series 66 license (or ability to obtain within 90 days)

- In-office availability, full-time, Santa Clarita, CA

- Experience managing or providing direction to support staff or junior team members

- Demonstrated track record of owning HNW client relationships independently

- Life & Health insurance license

- Experience with eMoney, MoneyGuidePro, or comparable financial planning software

**Preferred**

- Familiarity with Orion

- Experience with annuity and insurance case design for HNW clients

- Background in fee-based or fee-only independent advisory environment

**Core Competencies**

The ideal candidate brings both the technical depth to lead complex planning conversations and the leadership presence to manage and develop a service team. We are looking for someone who is precise without being rigid, confident without being dismissive, and driven by the quality of their work as much as their results.

- Financial Planning Excellence

- Client Relationship Management

- Team Leadership & Development

- Case Design & Insurance Knowledge

- Detail Orientation & Follow-Through

- Clear, Confident Communication

- Operational Discipline

- Adaptability & Tech Adoption

- Sound Judgment Under Pressure

- Collaborative Execution

**Behavioral Fit**

**Role**

This role requires someone who brings structure to complex situations and earns trust through consistent follow-through. You will be most successful here if you:

- Lead with planning and preparation, not product or performance

- Communicate directly and clearly, even when the message is a difficult one

- Hold your team to a high standard with both warmth and firmness

- Operate with a strong sense of duty to clients, colleagues, and the firm

- Embrace change when the evidence supports it and ask good questions when it doesn’t

- Are ready to grow into expanded responsibility as the firm scales

**Benefits And Compensation**

- Salary $100,000-120,000

- Paid time off

- Health and dental insurance

- 401(k)

- Profit Sharing

Audible Wealth Management is a full service wealth advisory firm based in the Washington DC metro area, that focuses on financial planning, investment strategies and insurance solutions. We aim to guide our clients toward developing and/or refining their financial plan. Audible Wealth values characteristics such as integrity, trust, and transparency in order to strengthen client relationships. We understand the importance of a balanced lifestyle. The core strategy starts by identifying a plan, strategically implementing the plan, and delivering on expectations in order to help our clients reach their financial goals.

Industry: Financial Services
Company Size: 2-10 employees

Audible Wealth Management

About the job

Audible Wealth Management is a full service wealth advisory firm based in the Washington DC metro area, that focuses on financial planning, investment strategies and insurance solutions. Our primary objective is to make an impact in the community as we assist clients in reaching their goals. We believe constructing a dynamic team will expand our ability to provide the best possible service to our clients.

We are looking for a proven professional to offer comprehensive financial planning investment advice and also dedicated to delivering elite client experiences. The Senior Wealth advisor will partner closely with our wealth team to help meet the financial needs of clients, both now and long term. The Senior Wealth Advisor is a fiduciary advisor, placing the clients’ interest first.

Responsibilities

· Work directly with clients on implementing financial plan and revisions for future life events.

· Collaborate with wealth planning team to manage client portfolios, and research financial solutions.

· Build customized financial plans focused cash flow, taxes, retirement plans, investments, and risk management.

· Cultivate relationships with prospective clients.

· Master referral creation and acquire new clients by converting warm leads.

· Adhere to all regulatory and compliance rules, procedures, policies.

· Partner with internal team to ensure client service is a top-notch experience.

· Conduct client review session to stay up to date on material changes in the clients’ household.

Required Qualifications·

· Minimum of 5 years in a client-facing role in the financial or accounting services field.

· Holds Series 6 or 7, Series 63, 65, or 66 active licenses.

· Existing book of business with managed clients.

· Prior experience with wealth planning FINTECH like CRMs, financial software.

· Clean FINRA record. No regulatory issues.

· Proven track record of sales and service role in the financial industry.

· Bachelor’s degree.

Preferred Qualifications

· CFP, CFA, or CPA.

· Graduate degree – JD, MBA.

· Active Life & Health Insurance license.

· Proficiency in Microsoft Word, Excel, PowerPoint, Google Suite, CRMs, trading platforms, etc.

· Organized with strong attention to detail.

· Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, etc.

· Work in teams as well as create your own individual career path.

· Serves as a thought leader and internal resource for wealth management topics.

At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, our clients have entrusted $12 trillion of their hard-earned savings to us.

Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies, both at an advisor and home office level.

Financial Advisors are challenged by an ever-changing market environment and seek our partnership in driving better investment outcomes for their clients. Our team of experts provide comprehensive analysis and perspectives to help Advisors make sense of the current market and economic environment and identify and address portfolio construction challenges. We continue to experience significant demand from Advisors and Sales, and these roles represent an expansion of our team. Ideal candidates will possess strong investment acumen, excellent communication and relationship management skills, and the desire to positively impact the professional development of portfolio analyst crew.

We are seeking a Senior Portfolio Strategist to help our most sophisticated advisory clients build better portfolios and improve outcomes for clients.

**NOTE: ** Will also consider remote work locations in the United States.

**What It Takes**

- Advises financial advisor clients on asset allocation, portfolio construction, and fund selection decisions. Consults with clients to develop or adapt investment policy statements.

- Communicates with clients to provide investment strategies to achieve client's goals. Identifies the appropriate risk tolerance, discuss appropriate savings or spending strategies and provide additional financial planning solutions as needed. Communicates with clients about investment products.

- Conducts investment reviews and shares findings and recommendations with clients and related governing bodies.

- Collaborates with internal partners to develop and deliver targeted client strategies, ensure a cohesive client experience, and maximize adoption and effective application of Vanguard services. Participates in the business development process.

- Represents the department's viewpoint when collaborating with internal partners to develop and enhance Vanguard's advisory and investment methodology and portfolio strategies. Acts as a liaison to senior management and other divisions.

- Serves as an internal and external subject matter expert on the investment and client industries, market conditions, competitors, and compliance, regulatory, and departmental policies and procedures. Contributes to the development of Vanguard's external publications and presents at conferences and client events.

- Coaches, collaborates, and provides insight and direction to less experienced crew and internal partners.

- Participates in special projects and performs other duties as assigned.

**Qualifications**

- 10+ year’s related experience in the Financial Services industry or client services.

- Undergraduate degree or equivalent combination of training and experience.

- Strong investment acumen: experience demonstrating deep knowledge of portfolio construction, including asset allocation, sub asset allocation, and product selection

- Excellent communication & relationship management skills: ability to deliver comprehensive portfolio reviews clearly & credibly to sophisticated financial advisors and influence their portfolio construction decision making process; ability to build trust with Vanguard Sales teams and advisors

- Knowledge of intermediary industry: broad understanding of the industry landscape plus an appreciation of practical challenges/constraints facing financial advisors across channels

- FINRA Series 7 & 63.

**Special Factors**

- CFA or CFP is highly preferred.

**Special Factors**

**Sponsorship**

Vanguard is not offering visa sponsorship for this position.

**About Vanguard**

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

**How We Work**

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Senior Portfolio Strategist

Clear Function is not your typical local dev shop. We're a full-stack software development and services agency focused on payments engineering. We collaborate with clients to build solutions that are secure and scalable to drive growth.

Industry: Software Development
Company Size: 11-50 employees

Clear Function

**Company Description **

Our client is a Memphis-based registered investment advisor with a proven track record serving high-net-worth families, family offices, and institutional clients.

The firm has reached an inflection point. They are bringing on their first full-time technologist to lead the effort, alongside Clear Function as their senior engineering partner.

This is a founding role with direct access to firm leadership, real budget authority, and the latitude to define what a modern investment operating system looks like.

**Experience profile: **

- 5–10 years experience, ideally with at least 2 years in fintech, wealthtech, or financial services

- Has shipped at least one production AI/LLM feature in the last 18 months (not just experimented — shipped)

- Has worked in both a small/startup environment (autonomy, range) AND somewhere with engineering process (code review, deployment discipline).

**Core technical capabilities (must-have): **

- Full-stack web development (modern stack: TypeScript/React, Python or Node backend, Postgres)

- Data engineering — ETL, schema design, working with messy real-world data (manager portals, statements, custodian feeds)

- AI/LLM fluency — RAG, agents, prompt engineering, embeddings, evals. Should be able to discuss tradeoffs between self-hosted vs. API models.

- Cloud infrastructure (AWS or Azure)

- Strong opinions on data security, IAM, and SOC 2 — or at least conversant

**Soft skills (deal-breakers if missing): **

- Can sit with Client and discuss requirements and design solutions

- Comfortable with executives

- Self-starter with high tolerance for ambiguity (they'll be alone most of the time)

Principal Solutions Architect

Sapient Capital is an independent wealth advisory firm that specializes in providing highly personalized investment management & advisory, wealth planning, and family office services to multi-generational families, HNW and UHNW individuals, endowments, and foundations. As a registered investment advisor (RIA), Sapient serves as your fiduciary and trusted partner, prioritizing relationship-building, trust, and long-term success. Sapient works with our clients to craft and execute tailored strategies that reflect their unique financial goals, family dynamics, and legacy aspirations. Sapient Capital is headquartered in Indianapolis with offices in Los Angeles, Miami, and New York.

Sapient Capital, LLC (“Sapient Capital”) is a registered investment advisor with the U.S. Securities and Exchange Commission. Sapient Capital provides investment advisory and related services for clients nationally. Sapient Capital will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://sapientcapital.com.

Industry: Financial Services
Company Size: 11-50 employees

Sapient Capital

**Description**

**About Sapient Capital**

Sapient Capital is a privately owned, independent advisory firm with over $13bn in assets under management, serving ultra-affluent families and individuals, foundations, and institutions. As a fast-growing registered investment advisor (RIA), we specialize in providing our clients a uniquely tailored service offering including sophisticated investment management, advanced financial planning and comprehensive family office solutions all tied together with cutting edge technology. Sapient is headquartered in Indianapolis with offices in New York, Miami, and Los Angeles.

**Job Overview**

Advisory associates assist lead and secondary advisors in delivering comprehensive financial services to ultra-high net worth (UHNW) families and individuals, as well as institutions and foundations. Your key responsibilities will encompass client relationship management, portfolio management, financial planning, and operational support.

**This position requires consistent in-person attendance at our NYC office.**

**Client Relationship Management**

- Prepare highly sophisticated presentations and reporting for assigned clients using several different financial software tools in addition to Microsoft PowerPoint and Excel.

- Create meeting schedules and prepare deliverables in advance to allow time for review.

- Maintain accurate asset and entity information in core systems to ensure accurate client reporting and deliverables.

- Support assigned advisors with the development of custom views in Addepar to properly track and analyze key attributes.

- Partner with internal teams to resolve any potential issues with data feeds, as needed.

- Assist advisors with managing client communication and inquiries to ensure service standards are maintained and continue building lasting relationships with each family.

**Portfolio Management**

- Conduct thorough research and analysis of investment opportunities, market trends, and economic factors to build your personal expertise and knowledge.

- Assist lead and secondary advisors in constructing and monitoring client portfolios based on their investment objectives.

- Recommend portfolio adjustments and rebalancing strategies as necessary to align with client’s goals and objectives.

- Actively participate in educational calls and internal networking opportunities within Sapient to further your understanding of our investment platform, managers, and opportunities.

**Financial Planning**

- Participate in educational sessions/webinars to build knowledge in financial planning principles and strategies.

- Conduct thorough financial assessments, analyzing clients’ current financial positions, cash flow, and risk management.

- Utilize financial planning software and tools to create customized financial plans as directed.

- Help with analysis and preparation of prospective and current clients’ financial plans and investments to support advisors. Support diligence efforts to identify new business or other organic growth opportunities.

**Operational Support**

- Coordinate operational processes related to client onboarding, account maintenance, and transactions as directed.

- Work directly with our Relationship Management, Investments, and Family Office teams to ensure all client-related requests and tasks are completed timely and efficiently on behalf of the advisor.

- Assist in maintaining client databases CRM systems, and other technology systems to ensure accurate records at all time.

- Maintain tracking of billable vs. non-billable assets. Communicate opportunities to advisors to drive billable asset growth.

**Requirements**

**Qualifications:**

- Bachelor's degree or higher from an accredited university. Majors in Finance, Accounting, Economics, Business Administration, or related fields of study preferred.

- 3+ years of direct industry experience.

- Active pursuit of the CFP (Certified Financial Planner) designation and/or Series 65 strongly preferred.

- Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and internal stakeholders

- Ability to multi-task and manage multiple priorities in a fast-paced environment

- Strong analytical skills with the ability to interpret complex financial data

- Knowledge of investment products, financial markets, and portfolio management principles, with the ability to explain concepts internally and to clients

- Advanced in Microsoft Office Suite, including Word, Excel, PowerPoint and SharePoint

Sapient Capital is an Equal Opportunity Employer. Sapient does not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided based on qualifications, merit, and business need.

Advisory Associate

Industry: Investment Banking
Company Size: 2-10 employees

CLUTINGER, WILLIAMS & VERHOYE, INC

**About the Role **

We’re hiring a Portfolio Manager to join a boutique, SEC-registered investment advisory firm serving high-net-worth individuals, families, and small institutions. This is a hands-on role that blends investment management, client advisory, and business development in a collaborative, small-team environment.

You’ll work directly with firm principals to manage customized client portfolios, contribute to investment decisions, and build long-term client relationships. This role is ideal for an experienced investment professional who brings both technical portfolio expertise and client relationships/assets that can grow with the firm.

**What You’ll Do **

**Portfolio Management & Investment Strategy **

- Manage and monitor individualized client portfolios across asset classes

- Conduct market research and investment analysis to support portfolio decisions

- Execute trades and monitor performance relative to client objectives

- Recommend and implement portfolio adjustments based on market conditions and client goals

**Client Relationship Management **

- Serve as a primary point of contact for client relationships

- Lead or participate in client meetings and portfolio reviews

- Communicate investment strategy, performance, and recommendations in a clear, client-friendly manner

- Ensure portfolios align with each client’s risk tolerance and financial objectives

**Business Development & Growth (Required) **

- Bring and/or transition an existing book of business (client assets under management) in compliance with all applicable agreements

- Maintain and deepen existing client relationships while identifying opportunities for growth

- Support new client acquisition through referrals, networking, and relationship building

**Team Collaboration & Operations **

- Partner closely with firm leadership on investment strategy and client management

- Utilize portfolio management and reporting tools (Advent or similar systems)

- Support preparation of client reporting and ongoing portfolio updates

**What We’re Looking For **

**Core Requirements **

- 3–5+ years of experience in portfolio management, investment advisory, or wealth management

- Demonstrated ability to manage or advise on client portfolios and investment strategy

- Existing client relationships or a portable book of business that can be transitioned in compliance with applicable agreements

- Bachelor’s degree in Finance, Economics, or a related field

- Strong understanding of financial markets, asset allocation, and investment strategy

- Proven ability to build and maintain client relationships

- Strong communication skills with the ability to explain complex financial concepts clearly

- Ability to operate independently within a small, entrepreneurial team environment

**Preferred Qualifications **

- CFA, CFP, or similar designation (or in progress)

- Experience working in a Registered Investment Advisor (RIA) environment

- Familiarity with Advent or similar portfolio management platforms

**Benefits **

- 100% employer-paid healthcare + fund for additional health expenses

- Profit-sharing plan participation

**Why This Role **

- Direct exposure to firm leadership and investment decision-making

- Opportunity to build and grow your client base within an established firm

- Work on fully customized portfolios—not model-driven investing

- High visibility and long-term growth opportunity in a stable boutique firm

**Additional Job Application Terms **

This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.

We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

Portfolio Manager

Find Wealth Advisor jobs with Savvy's AI Recruiter. Browse thousands of opportunities from top companies including remote positions. Our AI-powered system matches you with roles that fit your skills and experience.