Lead Wealth Advisor

This is a rare opportunity for an accomplished wealth advisor to step into an established book of business and build long-term relationships with clients who already value thoughtful, comprehensive financial guidance.

About the role

The Lead Wealth Advisor will become the primary advisor for approximately 200 established client relationships representing roughly $160 million in assets under management, guiding clients through retirement, investment, tax, and estate planning while working through a structured transition with a retiring senior advisor. The ideal candidate is a seasoned CFP® professional who combines deep technical expertise with emotional intelligence, credibility and a genuine commitment to fiduciary service. This person knows how to earn trust quickly, lead sophisticated client conversations, and collaborate with a team without bringing ego into the room.

Responsibilities

• Serve as the primary wealth advisor for an established portfolio of client households and develop trusted, long-term relationships with clients and their families
• Lead client meetings and deliver comprehensive advice across retirement, investment, tax and estate planning
• Build meaningful relationships with spouses, beneficiaries and next-generation family members to support continuity across generations
• Navigate a thoughtful succession process alongside a retiring senior advisor, learning existing relationships, preferences and financial strategies before assuming primary responsibility
• Deliver proactive, highly personalized service while identifying opportunities to strengthen financial plans, improve efficiencies and enhance the overall client experience
• Collaborate closely with associate advisors, client service professionals, operations, and compliance to ensure clients receive seamless support
• Maintain a fiduciary-first approach while confidently managing a substantial portfolio of sophisticated client relationships

Requirements

• 8+ years of financial planning and wealth management experience with the maturity and expertise to independently lead complex client conversations
• Active CFP® designation required
• Bachelor’s degree required
• Demonstrated success managing high-net-worth client relationships with the capacity to actively manage 75–100+ clients
• Strong knowledge of financial planning, retirement strategies, taxation and investment management
• Exceptional communication, relationship-building and client service skills with the ability to establish credibility and rapport quickly
• Strong technology aptitude with Excel proficiency and experience working with custodians such as Schwab and Fidelity; familiarity with Salesforce, Black Diamond, RightCapital or similar wealth management platforms is valuable

Pay

Salary range: $125,000–$185,000 base per year (DOE) plus revenue share. Total compensation potential around $240,000 based on the established book of business, with quarterly revenue-share payments.

Benefits

• 100% employer-paid employee medical coverage, with additional plan and HSA options
• Employer 401(k) contribution
• Flexible PTO structure at the advisor level along with company holidays and additional time off throughout the year