Senior Wealth Advisor

About the Opportunity

We are partnering with a successful wealth management firm in Sheboydan, WI, to identify an experienced Senior Wealth Advisor to step into an established book of high‑net‑worth client relationships. This role focuses on planning, client relationships, retention, and team‑based advisory work without cold calling or building a book from scratch. The ideal candidate is polished, client‑ready, collaborative, and able to explain financial planning concepts clearly and confidently.

Responsibilities

• Serve as the lead advisor for an established client book.
• Manage relationships with high‑net‑worth clients and families.
• Lead client meetings, reviews, planning discussions, and follow‑up.
• Provide guidance on retirement, investments, tax, estate, insurance, charitable giving, and legacy planning.
• Partner with internal planning, investment, and service teams to deliver a strong client experience.
• Build trust with clients and generate referrals through service, not cold prospecting.
• Maintain strong documentation, compliance, and fiduciary standards.

Requirements

• 5+ years as a Financial Advisor, Wealth Advisor, or Client Advisor.
• Experience serving affluent or high‑net‑worth clients.
• Strong financial planning experience.
• Series 65 or Series 7/66 highly preferred.
• Excellent communication skills and polished client presence.
• Team‑first mindset and comfort working in a shared‑revenue model.
• Life and Health Insurance License preferred, or willingness to obtain if needed.

Pay

$140,000‑$170,000+ base salary plus bonus

Benefits

• No cold calling required.
• Successful, growing office with urgent hiring need.
• Team‑based advisory model with shared revenue.
• Strong fit for an advisor who wants client ownership, planning work, and long‑term stability.