PRINCIPAL WEALTH ADVISOR
Naples, FL
$150k-$200k + Bonus
Position Highlights
Chesapeake Search Partners is partnering with a growing wealth management firm to recruit a Principal Wealth Advisor. This client-facing leadership role offers the opportunity to manage high-value relationships while driving asset growth and delivering exceptional client outcomes. The Principal Wealth Advisor will serve as a trusted advisor to clients, lead complex wealth planning engagements, and collaborate across the organization to ensure a best-in-class client experience.
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Serve as the primary relationship manager for clients, ensuring high retention through proactive service and strategic financial guidance.
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Develop and deliver customized wealth-planning strategies aligned with clients' goals, risk tolerance, and investment preferences.
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Lead client meetings throughout all phases of the wealth planning process and support the onboarding of new client relationships.
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Participate in prospect presentations and guide new clients through onboarding and transition.
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Partner with internal teams, including tax, legal, and investment professionals, to deliver comprehensive financial solutions.
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Bachelor’s degree required.
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Active Series 65 license required.
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CFP® or CFA designation required; CPA, JD, CHFC, or other advanced credentials a plus.
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7–10+ years of wealth management or financial advisory experience.
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Strong client relationship management, business development, and leadership capabilities.
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Experience with eMoney, Salesforce, and Microsoft Office platforms preferred.
For more information, contact Kate Strzelczyk at kstrzelczyk@chesapeakesearchpartners.com or apply below.