Private Wealth Advisor

Our Practice

Stratview Wealth Management is a recognized industry-leading financial advisory firm specializing in comprehensive wealth management services for successful business owners, executives, ultra-high-net-worth families, and strong trajectory early-career professionals across the country.

For over three decades, our team has empowered people with the insight and confidence to protect their success, unlock valuable opportunities, and establish an enduring legacy.

Intentionally building our team has been a hallmark of our team’s enduring success as our client base and demand for our services continues to expand. The addition of a Private Wealth Advisor reflects our commitment to excellence in providing the highest level of insight and client experience. This is a high-impact opportunity for a highly qualified candidate whose values and ambition align with our firm’s vision.

Role Overview

As a Private Wealth Advisor, you will contribute to Stratview’s mission by building strong relationships with current clients, introducing high-potential prospective clients, gaining a deep understanding of their unique financial goals, and collaborating with team members to develop customized wealth strategies that bolster their financial success. As an ambassador of Stratview, you will leverage our team’s breadth of resources alongside your expertise in financial planning to provide proactive guidance across comprehensive wealth strategies.

Key Responsibilities

• Collaborate with team members across wealth, investment, and insurance planning to design comprehensive financial strategies that support client goals.
• Facilitate ongoing review meetings with clients to ensure our team continues to provide the most proactive, relevant, and timely guidance.
• Actively drive business development initiatives to earn trust from new clients and enhance the experience of existing clients.
• Proactively contribute insight regarding enhancements to our collaborative advising approach as our practice continues to scale.
• Stay current with the evolving wealth and financial market landscapes, including regulations, available services and resources, wealth management trends, and planning technology.
• Pursue ongoing professional development opportunities such as advanced designations and involvement in industry organizations.

Key Qualifications and Attributes

• Extensive experience advising high-net-worth clients on their comprehensive wealth strategies, including investments, retirement, estate planning, and risk management.
• Advanced industry knowledge, including the Certified Financial Planner (CFP®) designation and a demonstrated commitment to ongoing education.
• Exceptional communication skills when building trust-based client relationships and collaborating with team members while managing multiple priorities and timelines.
• A relentless attention to detail and abundance of care at each step of the advising process.
• A proactive, self-starting, entrepreneurial mindset that constantly explores how we can best serve our clients and team.