Senior Wealth Advisor

This firm offers comprehensive financial planning and investment management services to individuals, families, and businesses. We are committed to helping our clients achieve their financial goals through a personalized approach that takes into account their unique circumstances and needs.

About the role

We are seeking a highly experienced and motivated Senior Financial Advisor to join our team. The ideal candidate will have a proven track record of leading client relationships and bringing a book of business or network that can be leveraged. This individual will be expected to manage and grow a portfolio of high-net-worth clients, providing them with tailored financial advice and solutions to help them achieve their financial goals.

Responsibilities

• Cultivate and maintain client relationships, building confidence by demonstrating expertise and addressing ongoing client needs.
• Lead client meetings throughout the wealth planning process to identify complex challenges and offer innovative solutions that help clients achieve their objectives.
• Collaborate with a team of wealth advisors to deliver comprehensive wealth management advice, including personalized investment portfolios for high-net-worth clients.
• Support the growth of new client relationships in partnership with strategic collaborators.
• Dedicate to ongoing professional education and contribute to team development at every level.
• Provide training and mentorship to associates across the wealth advisory team.

Requirements

• Bachelor’s degree required.
• 10+ years of experience in financial planning, accounting, legal, or other relevant fields.
• Series 65, CFP, or CFA certification required.

Skills

• Extensive experience in wealth management, including fee-based consulting, tax, mutual funds, money manager programs, insurance, and financial planning.
• Proven expertise working with high-net-worth or ultra-high-net-worth clients.
• Proficient in financial planning and investment software, such as eMoney and MoneyGuide Pro.
• Exceptional interpersonal, relationship management, and communication skills.
• Demonstrated experience in talent development, including training and mentoring new team members.
• Strong organizational and time management abilities to handle multiple priorities in a high-energy setting.
• High attention to detail.

Benefits

• Firm covers 90-95% of Medical, Dental, and Vision insurance.
• Flexible schedule and remote work options.
• Guaranteed base salary + incentive bonuses.
• 401k match up to 3%.
• Profit sharing options.
• Travel expenses covered for any company outings or meetings.

Pay

$150,000 - $220,000 per year