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