Sr. Wealth Manager, Growing RIA: High Earning Potential - Johnstown - Goodwin Recruiting

    Goodwin Recruiting
    Goodwin Recruiting Johnstown

    3 days ago

    Description

    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.

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