Wealth Manager

Advisor Group • Columbia, SC

1d • Hybrid

About The Position

The Wealth Manager at CW Advisors primary goal is to serve as a strategic advisor and fiduciary partner to ultra‑high‑net‑worth clients and families. This role is tailor‑made for established advisors with significant books of business and a demonstrated ability to grow, lead, and guide clients through complex wealth considerations.

Requirements

• Typically, more than 10 years of experience in private wealth management.
• CFP, CPA, CFA, JD, or MST highly preferred.
• Demonstrated ability to lead complex client engagements and provide expert-level planning guidance.
• Strong business development capability with a proven record of cultivating UHNW relationships.
• Advanced technical expertise across planning and investment domains.
• Superior communication, presentation, and relationship management skills.
• Ability to collaborate and perform effectively within a team environment.

Nice To Haves

• Experience working with multi-generational families and complex governance structures.
• Strong analytical and strategic planning capabilities.
• Commitment to continuous learning and professional development.
• Ability to convey complex financial guidance with clarity and confidence.

Responsibilities

• Serves as strategic advisor and fiduciary partner to ultra-high-net-worth clients and families.
• Leads complex wealth management engagements, often involving multi-generational estate planning and family governance.
• Drives new business development through personal networks, strategic alliances, and firm resources.
• Mentors and oversees junior advisors, contributing to the firm’s talent development and succession planning.
• Provides leadership on firm-wide initiatives including investment committee participation, thought leadership, and client experience innovation.
• Demonstrates expert-level capability in estate planning, concentrated wealth management, private and public investments, tax mitigation, and charitable planning.
• Applies advanced understanding of client psychology, family dynamics, or specialized planning disciplines.
• Guides clients through liquidity events, generational transitions, and philanthropic strategies.
• Models strong cultural alignment with fiduciary advice, collaborative work style, and high client service standards.
• Demonstrates leadership within the firm.
• All other duties as assigned

Benefits

• health, vision, dental insurance
• 401k
• paid time away
• volunteer days
• annual performance-based bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Senior