Job Summary

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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

JOB ID: 174669

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Jeremy Hamon

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Additional Information

At Goodwin Recruiting, our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, color, marital or family status, national origin, disability, religion, veteran status, sexual orientation, gender identity has no bearing on whether they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We work hard to identify a broad slate of candidates for each of our clients, with many hiring success stories to share.

Kalyn joined Goodwin Recruiting with over a decade of experience in operations, leadership, and hospitality management. She’s known for her values-driven approach, strong team-building skills, and commitment to excellence. Kalyn’s experience across industries - ranging from medical and construction to hospitality and finance - has made her highly effective in full-cycle recruiting.