Wealth Advisor

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 coordinated, high-quality advice
• Collaborate with clients’ external advisors (CPAs, attorneys) to ensure an integrated approach
• Identify and pursue opportunities for organic growth, including client referrals and additional wallet share
• Stay current on industry developments and maintain regulatory compliance

How We Work
We operate in an Advisor Pod structure, where each advisor is supported by a dedicated Relationship Manager and Analyst. This allows advisors to focus on clients, advice, and growth, while leveraging team-based support for execution and service.

What You Bring

• 5+ years of experience as a lead, client-facing advisor
• Strong knowledge of investments, financial planning, and wealth management strategies
• Ability to communicate complex concepts clearly and confidently to clients
• Proven relationship management skills with high-net-worth clients
• Strong organizational skills and attention to detail

Preferred

• CFP® designation or progress toward certification
• Experience with MoneyGuidePro or similar planning tools
• Familiarity with Commonwealth, NFS, or LPL platforms

Compensation & Benefits
We offer a competitive salary and incentive compensation structure aligned with client retention and growth, along with health, dental, life, disability insurance, 401(k) with match, and paid time off.

To apply, please send your resume to mpage@gottfriedsomberg.com with “Wealth Advisor” in the subject line.

Pay: $75,000.00 - $175,000.00 per year

Work Location: In person