Director, Wealth Advisory

About the Role

The Wealth Advisor manages client relationships directly or in partnership with a senior leader, guiding the full advisory cycle—from onboarding and financial planning to ongoing investment reviews and ad hoc advice. This role serves as a key leverage point for firm leadership, enabling executives to focus on the firm’s largest and most complex households. The Wealth Advisor also connects the Advisory, Investment, and Operations teams and partners with leadership to help grow and strengthen the business. This position is ideal for an advisor with experience working with ultra-high net worth clients, combining deep financial planning and investment expertise with judgment, ownership, and mentorship instincts to set the standard for client service in a boutique, high-touch environment.

Company Profile

Collaborative Capital Advisors is an independent, fast-growing RIA providing sophisticated financial solutions and family office services to distinguished families and institutions. Founded and led by a partnership with clear growth ambitions, the firm is building for scale—expanding its client base, deepening its service offering, and investing in the people and infrastructure needed to serve ultra-high-net-worth clients at the highest level. CCA is supported by an advisory board and a circle of accomplished individuals from various corners of the financial world, lending their expertise, judgment, and relationships to strengthen strategic direction, investment perspective, client introductions, and access. This network gives advisors and clients insight and reach well beyond a firm of our size, translating into a personalized, white-glove experience grounded in fiduciary responsibility and long-term value creation.

Responsibilities

• Client Relationship Management: Manage or co-manage client relationships, often directly and independently, across the full advisory cycle, including onboarding, financial plan development, ongoing reviews, and ad hoc guidance.
• Financial Planning & Portfolio Oversight: Build and maintain comprehensive financial plans, coordinating with the Investment team on portfolio alignment and with external professionals (CPAs, estate attorneys) on implementation. Monitor portfolio drift, tax-loss harvesting opportunities, and client-specific constraints.
• Cross-Functional Leadership: Act as a connector across Advisory, Investment, and Operations teams to drive firm priorities. Partner with leadership on strategic initiatives, operating model decisions, and client strategy. Engage with technology and operational infrastructure to evaluate, implement, and optimize the advisory technology stack.
• Quality Control & Mentorship: Provide quality control oversight on junior team’s client-facing work and serve as a mentor to Wealth Advisory Associates, setting standards for client interaction.
• Business Development: Contribute to business growth through relationship cultivation, strategic introductions, and participation in prospect development.

Qualifications

• 6-10 years of client-facing advisory experience in wealth management, private wealth, or family office settings.
• Demonstrated ability to independently manage a book of high-net-worth client relationships.
• Deep financial planning expertise across investments, tax, estate, and risk.
• Strong understanding of portfolio construction, investment policy statements, and portfolio monitoring.
• Exceptional written and verbal communication and client-facing presence.
• High integrity, discretion, and a client-first mindset.
• Experience mentoring or overseeing junior advisory staff.
• Proficiency with Microsoft Office; experience with custodial platforms (e.g., Schwab Advisor Center) and CRM or reporting tools (e.g., Wealthbox, Addepar).
• Bachelor’s degree in business, finance, or related field; CFP, CFA, or advanced degree preferred.
• Comfort with in-office setting (4 days in office, 1 day remote).

Pay

Base Salary Range: $125k-$175k (commensurate with experience)

Benefits

• Performance-based annual bonus tied to individual, team, and firm performance
• Comprehensive health, dental, and vision insurance
• Retirement plan
• Professional development and continuing education support
• Flexible work arrangements and paid time off