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Senior Wealth Manager Private Wealth
Job
Goodwin Recruiting
Remote
Full-Time
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81
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Job Description
Job Summary To Apply for this Job Click Here A rapidly growing, nationally recognized wealth management firm is seeking an experienced Senior Wealth Manager to join its expanding Private Wealth practice. This is a high-impact, client-facing role designed for a seasoned advisor who excels in serving high-net-worth individuals and family office clients. The ideal candidate brings deep expertise in tax, estate, and trust planning, along with a passion for delivering highly customized, comprehensive wealth strategies. In this relationship-driven position, you will serve as a trusted advisor, working closely with an integrated team of tax, estate, trust, and investment professionals to provide a seamless and holistic client experience focused on preserving, growing, and transferring wealth. Senior Wealth Manager Key Responsibilities Serve as the primary advisor to high-net-worth and family office clients, cultivating long-term, trust-based relationships Lead comprehensive financial planning engagements, including advanced tax strategies, estate planning, and philanthropic initiatives Oversee and monitor client investment portfolios, ensuring alignment with long-term objectives and risk tolerance Partner cross-functionally with internal tax, estate, trust, and investment teams to deliver coordinated, high-touch client service Senior Wealth Manager Qualifications 7+ years of experience in wealth management or financial planning, with a focus on high-net-worth clients (typically $15M+ in assets) Demonstrated expertise in tax, estate, and trust planning strategies Proven track record of building, growing, and maintaining long-term client relationships CFP® designation required Experience with eMoney Advisor is a plus Senior Wealth Manager Benefits Hybrid work environment with flexibility Competitive compensation with performance-based bonus Unlimited PTO Comprehensive benefits package