Wealth Manager

The posting, as Focus Financial Partners wrote it

Fairway Wealth Management is an independent wealth management firm helping successful families bring structure, foresight, and accountability to complex financial lives. Serving as a personal CFO for its clients, Fairway coordinates investment strategy, tax planning, cash flow, estate and philanthropic priorities, risk management, and next-generation planning to deliver comprehensive, highly personalized wealth management solutions.

Founded by CPAs, Fairway places a strong emphasis on tax efficiency and after-tax outcomes. As of February 2026, the firm's 23-person team manages more than $3 billion in investment assets for approximately 300 families across more than 30 states, with advisors averaging 18 years of experience.

Fairway is seeking a Wealth Manager to join its Wealth Advisory Services team. This is a fiduciary advisory role with no financial product sales and offers the opportunity to serve as a trusted advisor to high-net-worth and ultra-high-net-worth families.

The Wealth Manager will take primary responsibility for assigned client relationships, delivering integrated wealth management advice across investments, tax planning, estate planning, cash flow, retirement, risk management, charitable giving, executive compensation, and business interests. This individual will work closely with clients and their outside professional advisors to ensure strategies remain coordinated and aligned with each family's goals.

This is a hybrid role (4 days in office / Fridays remote).

Primary Responsibilities

The Wealth Manager will serve as the lead advisor for an assigned portfolio of high-net-worth and ultra-high-net-worth families, taking ownership of the client relationship and coordinating comprehensive wealth management strategies. This individual will collaborate with internal team members and external professional advisors to deliver thoughtful, integrated advice and an exceptional client experience.

Some of the responsibilities of the individual in this role will include:

• Serving as the lead advisor and primary point of contact for assigned high-net-worth and ultra-high-net-worth client families
• Developing and maintaining comprehensive wealth management strategies covering investments, tax planning, cash flow, retirement, estate planning, risk management, charitable giving, executive compensation, and business interests
• Providing sophisticated financial planning and investment advice with a focus on long-term goals and after-tax outcomes
• Coordinating with clients' accountants, attorneys, insurance professionals, trustees, and other outside advisors to ensure strategies remain aligned across disciplines
• Building and maintaining trusted, long-term relationships with clients through proactive communication, thoughtful advice, and exceptional responsiveness
• Leading client meetings and presenting complex financial concepts and recommendations in a clear and understandable manner
• Reviewing and guiding the work of a

[…]
ential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com .

The following language is for US based roles only

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For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.