Job Summary

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A nationally recognized wealth management firm ($40B AUM) is looking for an experienced Senior Wealth Manager to join its expanding Private Wealth practice.

This is a high-impact role for a seasoned advisor who specializes in serving family office clients and high-net-worth individuals, with deep expertise in tax, estate, and trust planning. In this relationship-driven position, you will focus exclusively on delivering personalized, comprehensive wealth management solutions. You will collaborate closely with internal tax, estate, trust, and investment teams to ensure that clients receive a fully integrated and holistic approach to managing, preserving, and transferring their wealth.

Senior Wealth Manager Key Responsibilities:

Serve as the primary advisor for high-net-worth clients, building long-term, trust-based relationships.
Lead comprehensive financial planning, including tax strategies, estate planning, and philanthropic guidance.
Oversee investment portfolios, ensuring alignment with client goals and monitoring performance.
Collaborate with internal tax, estate, trust, and investment teams to deliver seamless client experience.

Senior Wealth Manager Qualifications:

7+ years in wealth management or financial planning, with experience serving family offices or high-net-worth clients. (Minimum $15M)
Strong knowledge of tax, estate, and trust planning.
Proven ability to build and maintain long-term client relationships.
CFP required
Experience with eMoney Advisor is a plus.

Senior Wealth Manager Benefits:

Hybrid work schedule.
Bonus
Unlimited PTO
Excellent Benefit package.

JOB ID: 169857

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John Broker

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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.