Senior Wealth Advisor

Your Role & Responsibilities

• Contribute to practice-level priorities across advisory standards, client experience, planning process, service model execution, and long-term business planning
• Partner with firm leadership and advisory colleagues to support strategic initiatives, client segmentation, role clarity, relationship coverage, and thoughtful practice management decisions
• Establish clear expectations for fiduciary conduct, planning philosophy, communication standards, relationship management, and accountability across the advisory team
• Collaborate with advisors, planners, insurance specialists, client service professionals, and operations team members to prepare for client meetings, clarify planning priorities, and ensure high-quality follow-through
• Evaluate business performance, staffing needs, workflow challenges, advisor capacity, and service delivery improvements to support continued practice success
• Model the professionalism, ownership mindset, relationship judgment, and client-first presence expected of a senior advisor and trusted relationship leader

Senior Client Stewardship & Relationship Management

• Lead sophisticated advisory conversations involving retirement income, investment strategy, tax awareness, estate planning, charitable giving, business succession, executive compensation, risk management, and legacy planning
• Coordinate with clients’ trusted advisors, including attorneys, accountants, and other professional partners, to help ensure planning recommendations are aligned, actionable, and well communicated
• Lead relationship strategy for significant client households, including retention planning, expanded engagement, next-generation involvement, ongoing communication, and proactive service touchpoints
• Advise on sensitive client situations, major transitions, advanced planning decisions, and relationship matters requiring senior judgment and discretion
• Ensure the client experience reflects the firm’s service standards, planning philosophy, fiduciary mindset, and commitment to thoughtful long-term advice

Business Development, Centers of Influence, & Practice Growth

• Support business development strategy through referral relationships, prospect engagement, center-of-influence partnerships, community presence, professional networks, and growth initiatives
• Lead high-value prospect conversations, proposal discussions, client introductions, referral meetings, and opportunities involving complex planning or significant assets
• Cultivate relationships with attorneys, CPAs, business leaders, corporate executives, family offices, professional partners, and other centers of influence
• Maintain accountability for relationship growth, referral activity, client retention, pipeline follow-through, and expanded engagement in partnership with firm leadership
• Strengthen the firm’s market position by representing its wealth management approach with credibility, professionalism, and a clear value proposition