Senior Wealth Advisor (On-Site)

Senior Wealth Advisor

• Build and manage client relationships (new + existing)
• Lead client meetings and present recommendations
• Support financial planning and portfolio management
• Collaborate with team and Investment Committee
• Maintain systems knowledge and stay current on regulations
• Improve processes and contribute to team strategy

Bachelor’s degree
7+ years in financial planning/investment management
Financial accreditations: CPA, PFS, CFP®, or CFA®
Strong regulatory history and industry reputation
Preferred Proficiency with Envestnet/Tamarac, Junxure, and Microsoft Office
Securities 65 or 66 license

What You Bring

• Experience managing complex client relationships
• Strong communication and presentation skills
• Prowe client acquisition and service experience
• Critical thinker with strong organization and attention to detail
• Team-oriented, self-starter mindset
• Knowledge of RIA/wealth management operations

Why You’ll Love Working at REDW

• Compensation: Salary range: $121,265 - $170,000 (plus eligibility for variable compensation)
• Final offer based on location, experience, skills, licensure, and business need
• Commitment to fair and equitable pay practices
• Benefits: Medical, dental, vision, life, disability
  401(k) with match
  HSA and FSA options
• Work-Life & Wellness: Flexible PTO + 10 holidays
  Monthly wellness reimbursement
• Growth & Development: Learning platform + credential support
  Ongoing development resources
• Remote Support: $150 annual WFH allowance
  Tech provided
• Culture: Award-winning workplace
  Strong focus on collaboration and inclusion

About the Role

REDW is a Top Workplace known for its commitment to its people, culture, and community.

Qualifications

• Experience managing complex client relationships
• Strong communication and presentation skills
• Prowe client acquisition and service experience
• Critical thinker with strong organization and attention to detail
• Team-oriented, self-starter mindset
• Knowledge of RIA/wealth management operations

Skills

• Securities 65 or 66 license
• Proficiency with Envestnet/Tamarac, Junxure, and Microsoft Office

Benefits

• Medical, dental, vision, life, disability
• 401(k) with match
• HSA and FSA options

Pay

• Salary range: $121,265 - $170,000 (plus eligibility for variable compensation)

Schedule

• Flexible PTO + 10 holidays

Company Information

• Equal Opportunity Employer