Wealth Manager Partner at Procisive Wealth Manager Partner at Procisive in Poway, California Posted in 15 days ago.

Type:

full-time Built for Experienced Wealth Managers Client-first culture Multiple growth engines Consistent lead flow Strong operational support More time with clients Commitment to excellence We're looking for a Wealth Manager Partner to lead high-net-worth client relationships while contributing to the growth and future of a collaborative, client-focused advisory firm.

POSITION OVERVIEW

The Wealth Manager Partner is responsible for delivering comprehensive advice across financial planning, investments, retirement, tax, and estate planning strategies. This individual will serve as a trusted advisor to high-net-worth clients while helping drive business growth through relationship development and referrals. This opportunity is designed for experienced wealth managers who want more than another advisor seat and are interested in building something meaningful within a growing firm.

RESPONSIBILITIES

Lead and manage high-net-worth client relationships Develop and deliver comprehensive wealth management strategies Advise clients on investment, retirement, tax, and estate planning matters Conduct client and prospective client meetings Collaborate with internal team members and outside professionals, including CPAs and attorneys Contribute to firm growth through business development and relationship expansion Serve as a leader within the advisory team Maintain a high standard of execution, accountability, and client service

REQUIREMENTS

8+ years of wealth management experience Experience advising high-net-worth clients Existing book of business and demonstrated ability to develop client relationships required CFP® preferred Strong knowledge of financial planning, investments, tax, and estate strategies Proven business development capability Ability to operate independently while contributing to a team-oriented environment

IDEAL CANDIDATE A

successful wealth manager with an existing book of business who is seeking a stronger platform, collaborative culture, growth opportunities, and the ability to make a greater impact on clients and the future of the firm.