Gottfried and Somberg Wealth Management

Gottfried & Somberg is a $2.7B independent wealth management firm serving high-net-worth individuals and multi-generational families. We are seeking a client-facing Wealth Advisor to manage and grow an existing book of relationships (approximately 100–150 households). This role is focused on deepening client relationships, driving organic growth, and delivering high-quality financial advice . The right candidate is credible with clients, proactive in business development, and comfortable operating in a high-touch, fast-paced environment . What You’ll Do Serve as lead advisor for a defined group of clients, delivering ongoing financial planning and investment guidance Develop and maintain long-term, trust-based relationships with clients and their families Create, implement, and update comprehensive financial plans , including investment, retirement, estate, and tax considerations Partner with internal investment and planning professionals to deliver...