What are the responsibilities and job description for the Senior Financial Advisor / Private Wealth Advisor position at Jobot?
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Job details:
$250K–$750K Potential Total Compensation | Established Book of Business | Partnership Potential | Autonomy & Growth
This Jobot Job is hosted by: Carrie Powell
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $250,000 - $750,000 per year
A bit about us:
We are working with an established, highly respected private wealth management organization with a longstanding history of serving high-net-worth and ultra-high-net-worth individuals, families, business owners, and entrepreneurs.
Our client offers a sophisticated wealth management platform with an emphasis on long-term client relationships, tailored investment strategies, and comprehensive financial planning.
Unlike traditional organizations driven by aggressive expansion or short-term production goals, this firm takes a thoughtful approach to growth, focusing on experienced advisors and successful teams who value independence, collaboration, and the opportunity to build something meaningful over time.
As the organization continues expanding its national presence, we are interested in connecting with established Financial Advisors, Private Wealth Advisors, and Wealth Management Teams who may be curious about opportunities for greater autonomy, resources, and long-term career growth.
Why join us?
Compensation Potential: Attractive production-based economics for established advisors, with individual arrangements evaluated based on practice size and performance.
Partnership Opportunity: Potential pathway to ownership within an established, privately held financial services organization.
Autonomy: Continue developing your advisory practice while maintaining a relationship-driven approach to serving clients.
Established Platform: Access sophisticated investment capabilities, wealth planning resources, and professional support.
High-Caliber Clientele: Serve high-net-worth and ultra-high-net-worth individuals, business owners, entrepreneurs, and multigenerational families.
Long-Term Stability: Join an organization with decades of financial services experience and a commitment to sustainable growth.
Culture: Work alongside experienced professionals who prioritize relationships, integrity, collaboration, and exceptional client service.
National Opportunities: Explore opportunities in existing markets and select new locations for established advisory teams.
Job Details
Job Details:
We are interested in speaking with established Financial Advisors, Wealth Advisors, Private Wealth Advisors, and successful advisory teams who have developed meaningful client relationships and are open to exploring what another platform could offer.
This opportunity is particularly appealing to advisors who enjoy building their business but want access to a strong organization, sophisticated resources, and a long-term career path.
Whether you're actively considering a move or simply curious about what may be available, we'd welcome a confidential conversation.
What You'll Do:
Illustrative annual total compensation potential: $250,000–$750,000 , dependent on individual production, assets, and practice size.
Compensation for established advisors is generally tied to production and the value of their existing business. Actual compensation arrangements, transition opportunities, and potential ownership economics will vary and require individual discussion.
This is not a guaranteed base salary range.
Interested in Learning More?
You don't need to be actively looking for a new opportunity to have a conversation.
If you've built a successful advisory practice and have ever wondered whether another organization could offer stronger long-term economics, additional resources, greater autonomy, or a potential ownership path, I'd welcome a confidential conversation.
All conversations will be handled discreetly.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
our LinkedIn page!
Job details:
$250K–$750K Potential Total Compensation | Established Book of Business | Partnership Potential | Autonomy & Growth
This Jobot Job is hosted by: Carrie Powell
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $250,000 - $750,000 per year
A bit about us:
We are working with an established, highly respected private wealth management organization with a longstanding history of serving high-net-worth and ultra-high-net-worth individuals, families, business owners, and entrepreneurs.
Our client offers a sophisticated wealth management platform with an emphasis on long-term client relationships, tailored investment strategies, and comprehensive financial planning.
Unlike traditional organizations driven by aggressive expansion or short-term production goals, this firm takes a thoughtful approach to growth, focusing on experienced advisors and successful teams who value independence, collaboration, and the opportunity to build something meaningful over time.
As the organization continues expanding its national presence, we are interested in connecting with established Financial Advisors, Private Wealth Advisors, and Wealth Management Teams who may be curious about opportunities for greater autonomy, resources, and long-term career growth.
Why join us?
Compensation Potential: Attractive production-based economics for established advisors, with individual arrangements evaluated based on practice size and performance.
Partnership Opportunity: Potential pathway to ownership within an established, privately held financial services organization.
Autonomy: Continue developing your advisory practice while maintaining a relationship-driven approach to serving clients.
Established Platform: Access sophisticated investment capabilities, wealth planning resources, and professional support.
High-Caliber Clientele: Serve high-net-worth and ultra-high-net-worth individuals, business owners, entrepreneurs, and multigenerational families.
Long-Term Stability: Join an organization with decades of financial services experience and a commitment to sustainable growth.
Culture: Work alongside experienced professionals who prioritize relationships, integrity, collaboration, and exceptional client service.
National Opportunities: Explore opportunities in existing markets and select new locations for established advisory teams.
Job Details
Job Details:
We are interested in speaking with established Financial Advisors, Wealth Advisors, Private Wealth Advisors, and successful advisory teams who have developed meaningful client relationships and are open to exploring what another platform could offer.
This opportunity is particularly appealing to advisors who enjoy building their business but want access to a strong organization, sophisticated resources, and a long-term career path.
Whether you're actively considering a move or simply curious about what may be available, we'd welcome a confidential conversation.
What You'll Do:
- Manage and grow an established portfolio of high-net-worth and ultra-high-net-worth client relationships.
- Provide comprehensive wealth management, investment advisory, and financial planning services.
- Work with clients navigating complex financial decisions, including retirement, estate planning, liquidity events, and business transitions.
- Build and maintain long-term relationships with clients and their families.
- Collaborate with investment professionals and wealth management specialists to provide tailored financial solutions.
- Continue growing your practice through business development, referrals, and existing relationships.
- Contribute to a collaborative, client-focused culture that values integrity and long-term success.
- Experience as a Financial Advisor, Wealth Advisor, Private Wealth Advisor, Investment Advisor, or Wealth Management Professional.
- An established book of business, meaningful client relationships, or a demonstrated history of growing an advisory practice.
- Experience working with high-net-worth or ultra-high-net-worth individuals and families.
- A strong understanding of investment management, wealth planning, and client relationship development.
- Experience advising business owners, entrepreneurs, or clients experiencing significant liquidity events is a plus.
- Strong production history and business development capabilities.
- A relationship-driven professional who values client service, collaboration, and long-term growth.
- Established advisory teams are encouraged to explore opportunities.
Illustrative annual total compensation potential: $250,000–$750,000 , dependent on individual production, assets, and practice size.
Compensation for established advisors is generally tied to production and the value of their existing business. Actual compensation arrangements, transition opportunities, and potential ownership economics will vary and require individual discussion.
This is not a guaranteed base salary range.
Interested in Learning More?
You don't need to be actively looking for a new opportunity to have a conversation.
If you've built a successful advisory practice and have ever wondered whether another organization could offer stronger long-term economics, additional resources, greater autonomy, or a potential ownership path, I'd welcome a confidential conversation.
All conversations will be handled discreetly.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $250,000 - $750,000