Senior Wealth Advisor

Responsibilities

• Lead relationships with ultra-high-net-worth families and serve as the primary point of accountability
• Run client conversations that go beyond portfolios—estate structures, tax strategy, and family dynamics are core to the work
• Navigate complex planning scenarios, including:Liquidity events, Concentrated positions, Trust design, Business succession
• Coordinate across internal specialists (estate, tax, investments, and family office services) to deliver integrated recommendations
• Own the quality and clarity of advice delivered to clients
• Mentor support advisors by showing them how to think through complexity, not just execute tasks

Qualifications

• Bachelor’s degree required
• 10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
• Series 65, CFP or CFA required