Vigilant Capital Management, a growing wealth management firm with more than $2.2 billion of assets under management, is looking for an experienced Wealth Advisor (WA) to join its dynamic and talented team. This role will be based out of either our Portland, Maine office or our Portsmouth, NH office. The WA coordinates the delivery of the Firm’s wealth planning value proposition to clients who are high net worth and ultra-high net worth individuals and families. This position will involve the delivery of wealth planning advice while building long-term, trusting and professional relationships with client families and their broad advisory team.
Vigilant Capital Management is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by law.
Great candidates will have:
At least 5 years of experience in the financial services industry, preferably working with high/ultra-high net worth individuals and families
BA./B.S. required, preferably in accounting, finance, economics or related field
CFP, CPA, JD, MBA or similar relevant advanced educational or professional designations (designee or currently pursuing)
Demonstrated relationship management experience, including excellent interpersonal skills, professionalism, and consultative orientation
Strong knowledge of wealth transfer planning, tax, personal risk management, philanthropy, investment management and related disciplines, acquired through work experience with high-net-worth clients
Ability to adeptly handle confidential information and sensitive situations - position continually requires discretion, tact and diplomacy
Ability to work both in a team-oriented environment and independently
Additional Salary Information: Very competitive compensation package based on experience with growth potential
About Vigilant Capital Management
Vigilant Capital Management is a growing wealth management firm with more than $2.2 billion of assets under management as of 12/31/2021. The firm was started in early 2002 and currently has 29 team members based out of our two offices in Portsmouth, New Hampshire and Portland, Maine. We deliver comprehensive wealth planning and customized portfolio management to a select group of clients. Our value proposition is based upon the premise that high net worth families require a dedication of time and resources that are hard to deliver when the financial planning professional serves too many clients. Clients also need more than generic investment management services. Accordingly, we limit the number of families that any single professional works with, and we deliver the value proposition to our clients in a team structure that includes a dedicated Wealth Advisor, Portfolio Manager and Client Relationship Administrator.