Senior Wealth Advisor
2 days ago
Validus Capital, a leading Independent Registered Investment Advisory firm, is seeking a seasoned CFP professional to join our team as a Senior Wealth Advisor. In this role, you will be responsible for managing the day-to-day advisory and estate planning needs of high net worth and ultra-high net worth clients.
Key Responsibilities:
- Primary relationship manager for a subset of Validus HNW and UHNW clients.
- Collaborate with Validus leadership, client service teams, and clients to execute on advisory, estate planning, governance, organization, service, and ad hoc client requests and projects.
- Service a segment of Validus clients to assist with primarily their estate planning needs, but also be the conduit and interface with Validus colleagues on the client's investment management and service needs.
- Analyze, interpret, and stay current with estate planning industry, regulatory, rules and regulations.
- Lead discussions with clients and interact with the client's other third-party professionals and COIs on planning and reporting, including client cash flow needs, budgeting, and investment management implications.
- Interact with third-party portfolio managers and/or their teams on details of transactions, valuations, and investment financial statements.
- Draft and present client-facing and internal guidance memos related to client day-to-day investment transaction process and planning.
- Assist with firm-wide operational functions and regulatory compliance projects as needed.
- Assist and mentor subordinates and junior employees in their development in serving clients and progression within the firm.
Preferred Qualifications:
- Qualified candidates should have 2-5 years recent experience as a CFP. Experience with sophisticated trusts and estates, and planning software such as eMoney.
- Candidates may also possess some combination of prior experience working with sophisticated multi-generational clients with concentrations in real estate, private equity, complex investments, or novel transactions.
- An undergraduate degree in business, finance or accounting and a current CFP license is preferred. MBA, master's in estate planning or investment licenses are also preferable credentials.
- Strong business common-sense problem-solving and critical thinking skills.
- Multi-task with ability to pivot and re-prioritize projects and tasks quickly.
- Strong sense of accountability, obligation, and dedication to client needs.
You Will Succeed in This Role If:
- You thrive in an entrepreneurial environment and control your workflow.
- You have keen attention to detail.
- You have an effective communication style with your colleagues and clients.
- You enjoy taking on more responsibility as your career progresses and you succeed in working independently or with others.
- You prefer working in a less rigid, small company culture.
- You are described as a quick learner, are resourceful under pressure.
Benefits Include:
- Competitive compensation and bonus structure.
- Path to profit and equity participation.
- 401(k) with employer Safe Harbor contribution.
- Unlimited PTO.
- 100% premium paid health insurance for employees.
- Annual team trips and events.
- Encouraged career development and education support with continuing education.
- Nimble and entrepreneurial company culture with quick leadership decision-making process.
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