Senior Wealth Advisor - Wiss Family Office

About Wiss Private Client Advisors

Wiss Private Client Advisors is part of Wiss Family Office, which advises on over $2.0B in assets and offers a range of services to High Net Worth and Ultra-High Net Worth clients. Wiss Family Office was established eight years ago and has seen significant growth, with referrals coming from Wiss, a fast-growing full-service CPA firm serving middle market businesses and their owners/families.

Core Responsibilities

• Serve as the lead advisor for a select group of HNW and UHNW clients, overseeing comprehensive wealth management relationships.
• Develop and implement customized financial plans incorporating investment, estate, tax, and risk management strategies.
• Act as a quarterback across tax, estate, insurance, and investment specialists to deliver coordinated, best-in-class client solutions.
• Engage directly with clients and their families, acting as their trusted advisor for all financial matters.
• Drive asset retention and growth within existing relationships, deepening engagement and identifying new opportunities.
• Mentor and train junior advisors, associates, and analysts to support ongoing firm growth and professional development.
• Collaborate with firm partners to enhance the client experience and contribute to initiatives that support continued expansion and change.

Qualifications & Experience

• Bachelor’s degree in Business, Finance, Economics, or a related field required.
• 8-10+ years of experience in wealth management or private client advisory, ideally within a full-service RIA or multi-disciplinary financial services firm.
• CFP® certification and Series 65 required; additional credentials (CFA, CPA, JD, etc.) strongly preferred.
• Demonstrated expertise advising high-net-worth and ultra-high-net-worth clients across investment, estate, and tax planning disciplines.
• Prior experience within an accounting or professional services firm strongly preferred.

Core Competencies

• Deep technical understanding of investment, tax, estate, and financial planning strategies.
• Exceptional relationship management skills, with a client-first mindset and high ethical standards.
• Proven leadership ability with experience mentoring and developing junior team members.
• Strong analytical and critical-thinking skills; ability to simplify complexity for clients.
• Professional presence, emotional intelligence, and high personal integrity.
• Collaborative, entrepreneurial, and adaptable within a dynamic, growth-oriented environment.

Compensation & Benefits

• Salary: $130-$160k
• Discretionary Performance Bonus
• Comprehensive Benefits Package, including health, dental, vision, 401(k), and professional development support