Vice President, Financial Advisor

Position Overview: We are seeking an experienced, client-facing VP Financial Advisor. In this role, you will be responsible for managing relationships with an assigned portfolio of clients, ensuring high retention, and delivering comprehensive wealth management services. Note on Origination: A portable book of business is not required, although nice to have. Your primary focus will be delivering white-glove service to our established client base and driving organic client satisfaction and retention.

Key Responsibilities: Relationship Management: Serve as the primary point of contact for ultra-high-net-worth and high-net-worth clients, maintaining overall relationship health and client satisfaction. Client Onboarding: Direct the onboarding process for incoming clients, coordinating across internal tax, estate, and investment teams to establish personalized wealth strategies. Client Retention & Organic Growth: Drive high retention rates across your portfolio through proactive communication, regular portfolio reviews, and responsive service execution. Wealth Planning & Strategy: Collaborate with internal specialist teams (tax, estate, portfolio management) to deliver comprehensive wealth planning solutions tailored to each family's goals. Firm Representation: Represent the firm with a high level of professional poise, market acumen, and client diplomacy in all written and verbal interactions. Candidate Qualifications

Experience: 5–10 years of direct, client-facing financial advisory or relationship management experience within a Multi-Family Office, Registered Investment Advisor (RIA), or Wealth Management firm. Professional Designation: Active CFP®, CFA®, or CPA credential is required. Technical & Soft Skills: Deep knowledge of wealth management principles combined with superior interpersonal skills and executive presence.

Work Style: Self-motivated, collaborative, and accustomed to managing complex multi-generational family dynamics.