Wealth Advisor Senior

Are you a Certified Financial Planner (CFP®) who thrives on helping successful individuals and families build, preserve, and transfer wealth? Our client, a nationally recognized leader in investment management and wealth advisory services, is seeking experienced Wealth Advisors and Senior Wealth Advisors to join its growing team.

This is an outstanding opportunity to work with ultra-high-net-worth clients while leveraging the resources, research, and collaborative support of one of the industry's most respected financial organizations. If you're passionate about delivering sophisticated financial strategies and building lasting client relationships, we'd love to speak with you.

Position Overview

As a Wealth Advisor, you will serve as a trusted advisor to ultra-high-net-worth individuals and families, developing customized financial strategies designed to help clients achieve their long-term financial objectives. You'll manage relationships with clients possessing approximately $5 million to $15 million in investable assets, delivering comprehensive wealth management solutions that encompass every aspect of their financial lives.

This is a highly consultative role where you'll combine technical expertise with relationship management, providing strategic guidance across investment management, financial planning, tax-efficient strategies, estate planning, philanthropy, and trust services.

Key Responsibilities

• Build, manage, and deepen relationships with a portfolio of ultra-high-net-worth clients and their families.
• Deliver comprehensive financial planning and wealth management strategies tailored to each client's unique objectives and risk profile.
• Provide sophisticated investment recommendations and ongoing portfolio management designed to help clients achieve long-term financial success.
• Collaborate with specialists across investment management, trust administration, estate planning, tax strategy, philanthropic planning, and other advisory disciplines to deliver holistic client solutions.
• Serve as a trusted resource on trust and estate matters, including working alongside internal trust professionals when acting as investment manager or corporate trustee.
• Communicate complex financial concepts with confidence, clarity, and professionalism to high-profile and influential clients.
• Stay current on financial planning strategies, capital markets, tax law, and industry trends to provide exceptional client advice.
• Mentor and support fellow advisors while contributing to a culture of collaboration, continuous learning, and professional excellence.

Why This Opportunity?

This organization offers far more than an exceptional client base—it provides an environment where advisors are empowered to build meaningful careers while making a lasting impact.

You'll enjoy:

• The opportunity to advise sophisticated ultra-high-net-worth clients.
• Access to world-class investment research, planning resources, and advisory support.
• A collaborative, team-oriented culture that values professional growth and knowledge sharing.
• Outstanding work-life balance and flexibility.
• Significant opportunities for career advancement within a respected national organization.
• A culture built on integrity, client success, and long-term relationships.

Compensation & Benefits

Our client offers a highly competitive total rewards package designed to recognize performance and support your long-term success, including:

• Competitive base salary
• Performance-based incentive opportunities
• Annual company performance awards
• Merit-based salary increases
• Comprehensive medical, dental, and vision coverage
• Retirement savings programs
• Generous paid time off
• Professional development and continuing education support
• Additional wellness and financial benefits

Qualifications

• Certified Financial Planner (CFP®) designation required.
• Additional professional designations such as CFA, CTFA, or CPA are highly preferred.
• Series 7 and Series 63 or 66 licenses required (or ability to obtain required licensing based on role requirements), along with the SIE if applicable.
• Minimum of 7 years of experience in wealth management, financial planning, investment advisory services, relationship management, and managing a client book of business.
• Demonstrated expertise in trust and estate planning strategies designed to preserve and transfer wealth.
• Deep understanding of financial planning principles, investment management, tax-efficient strategies, and regulatory requirements.
• Exceptional interpersonal, written, and verbal communication skills with the executive presence needed to advise affluent clients and represent the organization professionally.
• Proven ability to build trusted relationships while delivering a superior client experience.