Senior Financial Advisor

Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client firm, based in Scottsdale.

Our Client is hiring a Senior Wealth Advisor who thrives at the intersection of technical excellence, relationship leadership, and operational clarity. If you're an experienced CFP/CPA who loves delivering smart solutions and making the client experience smoother and stronger, read on.

Who We Are

Our client is a boutique wealth management firm based in Scottsdale, AZ, serving affluent individuals and families who care deeply about living with purpose and achieving their dreams.

We deliver integrated financial, investment, and tax strategies with a personalized, high-touch approach. We’re growing—and we’re building a team that reflects the depth, care, and ambition of the clients we serve.

Why This Role Exists

Our founder and CEO is shifting focus toward business growth, marketing, and serving top-tier clients. To do that, she needs a trusted expert to:

· Lead technical execution (financial planning, investment strategy, and tax work)

· Own key client relationships

· Bridge the gap between her and the rest of the team—ensuring things run smoothly without constant oversight

What You’ll Own

· Delivering high-quality technical work in financial planning, investment strategy, tax planning and preparation—freeing up the CEOs time

· Lead and manage relationships for approximately 50% of the firm’s client base, focusing on those outside the top-tier book

· Act as the go-to internal lead for the Client Service Coordinator and Operations Manager—answering questions, managing workflows, and resolving client issues before they ever reach the CEO

What You Bring

· CFP® and CPA strongly preferred (or deep equivalent experience)

· 5–10 years in wealth management or tax-focused advisory firms

· Proven track record of managing clients independently with high satisfaction

· Excellent written and verbal communicator, clear thinker, follow-through finisher

· Team-oriented, values-aligned, and eager to contribute to something bigger than yourself

What Success Looks Like in Year 1

· You’ve taken ownership of about 50% of the client base and built strong relationships

· The CEO is focused 80–90% on growth, marketing, and ideal client work

· Internal team members look to you for answers and leadership—not the founder

· Clients are saying, “I feel seen, supported, and taken care of”

Long-Term Growth & Succession Potential

We're not just looking for a Senior Advisor. We're looking for someone who may ultimately step into a successor or ownership role within 5–8 years as our founder transitions toward passive ownership or exit.

This isn’t a promise of equity on Day 1—but it’s a clear path for the right person. If you're entrepreneurial, motivated by autonomy, and want to build something lasting, this is your lane.

Role Details

Title: Senior Wealth Advisor & Client Experience Manager

Location: Scottsdale, AZ (Hybrid; in-office 1–3 days per week for client meetings)

Start Date: Flexible for the right candidate

Reports to: CEO & Founder