Wealth Advisor

Boca Raton, Florida, United States | Full-time | Partially remote

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Seeking the extraordinary<sup>TM</sup>! We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.

With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.

Join The Colony Group in making your everyday extraordinary!

The Colony Group seeks a motivated and qualified individual for the position of Wealth Advisor located in our Boca Raton, FL office.  The individual selected for this opportunity will be distinguished in academic and professional achievement, dedicated to client service, and have the highest ethical and professional standards of excellence.  Wealth Advisors provide a high level and broad range of technical and client management support as part of a financial counseling team and assist in managing all aspects of a client relationship including investments, taxation, estate planning, retirement planning, and insurance.

Primary responsibilities:

  • Working closely with a senior partner, leading relationships with high net worth and supporting ultra-high net worth clients by providing high touch comprehensive wealth management services;
  • Constructing and ultimately overseeing all aspects of managing multiple client relationships, including:
    • Complex analysis and related research related to financial, estate, income tax, and investment planning
    • Developing and presenting solutions across the spectrum of wealth management disciplines for existing and prospective clients
    • Tax planning for high-net-worth individuals and their related entities
    • Documenting meetings, recommendations and action plans
    • Overseeing implementation of agreed upon recommendations
    • Coordination with members of the client’s advisory team, including:
      • Portfolio managers and operations
      • Tax advisors
      • Estate counsel
      • Other professionals
    • Ongoing monitoring and management of the client’s wealth management plan;
    • Coordinating and actively participating in client meetings;
    • Further developing an advanced understanding of investments, insurance, taxation, and estate planning, as well as the Company’s approved investment strategies; and
    • Communicating the full range of the Company’s services and capabilities to clients and prospective clients.

The position requires:

  • 4-6 years of relevant work experience;
  • Bachelor’s Degree;
  • Achieving or a candidate for at least one of the following advanced degrees or designations: CPA, JD, LLM, MST, or CFP<sup>®</sup>;
  • An understanding of matters related to income, gift, and estate taxes, investments, employee benefits, insurance, and personal and philanthropic wealth transfer strategies;
  • Great interpersonal and process management skills; and
  • Analytical expertise, notable attention to detail, and self-initiated follow-through.

The position prefers:

  • Experience working with C-suite level corporate executives, private equity partners, and/or venture capital partners

 

 TCG made Investment News' highly selective list of the top 75 places to work for financial advisors: Best Places to Work | An InvestmentNews professional award (bestplacesforadvisers.com)