Wealth Manager

The role

The Wealth Manager serves as the lead advisor for an assigned portfolio of high-net-worth and ultra-high-net-worth families. This person will deliver integrated wealth management advice across investments, tax planning, estate planning, and other financial areas.

What you will do

• Serve as the lead advisor and primary point of contact for assigned high-net-worth and ultra-high-net-worth client families
• Develop and maintain comprehensive wealth management strategies
• Provide sophisticated financial planning and investment advice
• Coordinate with clients' accountants, attorneys, insurance professionals, trustees, and other outside advisors
• Build and maintain trusted, long-term relationships with clients
• Lead client meetings and present complex financial concepts
• Review and guide the work of associates and client service professionals
• Take ownership of client deliverables and ongoing planning priorities
• Develop referral relationships and identify business development opportunities
• Contribute to the development and improvement of wealth planning standards

Required qualifications

• Bachelor's degree required
• 8+ years of progressive experience in financial planning, investment advisory, public accounting, private banking, or a related field
• Significant experience working directly with high-net-worth or ultra-high-net-worth clients
• CFP® Certification or active CPA license required
• Strong technical knowledge across tax planning, estate planning, charitable planning, and portfolio strategy
• Demonstrated ability to develop and maintain referral relationships and contribute to business development efforts
• Strong understanding of comprehensive wealth management
• Excellent verbal and written communication skills
• Strong analytical and problem-solving abilities
• Exceptional attention to detail, organization, and follow-through
• Demonstrated ability to take ownership of client relationships and deliverables
• Ability to collaborate effectively with clients, colleagues, and external professional advisors

Nice to have

• Bachelor's degree preferably in Financial Planning, Accounting, Finance, Economics, Business, or a related field
• Existing book of business or established network of client and professional relationships is highly desirable

Benefits

• Competitive compensation
• Comprehensive benefits
• Growth-based bonus opportunities
• Health benefits
• Generous paid time off
• Volunteer time off (VTO)
• Parental leave
• Retirement contributions
• Sabbatical program
• Support for continuing education and professional development
• Potential opportunity for equity participation for qualified professionals

About the company

Fairway Wealth Management is an independent wealth management firm helping successful families bring structure, foresight, and accountability to complex financial lives. It is part of the Focus Financial Partners' network firm community.