Senior Private Wealth Advisor, Practice Lead - Brokerage & Premier IRA

This role will strengthen forecasting, budgeting, and financial planning processes that guide business decisions. You will partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation. The position offers the opportunity to influence enterprise performance and scalable financial operations within a regulated financial services environment.

Location: Remote - US based candidates only, no visa sponsorship available

Responsibilities

• Serve as the lead advisor within a client practice team for high-net-worth clients
• Deliver personalized client consultations covering comprehensive financial planning and investment strategies
• Advise clients via various communication channels, balancing proactive and responsive service
• Retain and grow AUM through proactive relationship management and financial education
• Implement portfolio solutions aligned with clients' financial goals and risk tolerance
• Conduct holistic financial planning, including retirement and estate planning considerations
• Analyze and present investment portfolios to aid client decision-making

Qualifications

• FINRA Series 7, 63, and 65 registrations required
• FINRA Fingerprinting required
• Bachelor's degree in Business or a related discipline, or equivalent professional experience
• 10+ years of experience in wealth management or private wealth advising high-net-worth clients
• Advanced knowledge of wealth management strategies, financial planning, and investment portfolios
• Excellent verbal and written communication, interpersonal, and organizational skills

Benefits

• Medical, dental, vision and life insurance
• 401(k) plan with company matching contributions and financial advisory services
• Tuition reimbursement up to $5,250/year
• Generous paid time off and paid volunteer time
• Leave of absence programs including paid parental leave and short-term disability
• Inclusive Business Resource Groups to foster collaboration and community engagement

Pay

$114,000 – $165,300 annually