Wealth Management Advisor
Listed on 2026-01-04
-
Finance & Banking
Wealth Management, Financial Consultant
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This range is provided by SR Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range$/yr - $/yr
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Executive Director, Professional Services Recruitment |Our client is a Top 200 CPA Firm with a long-standing Wealth Advisory Division that has been a trusted partner for high-net-worth individuals and families for decades.
The firm has experienced consistent organic growth throughout the Southwest and continues to expand its service offerings across M&A, Private Equity, and legacy client relationships
. This is an exciting opportunity to join a respected organization that values collaboration, innovation, and client success.
The firm is actively seeking experienced Wealth Advisors to join its growing Wealth Management team. In this role, you will work closely with clients to deliver comprehensive financial planning and investment strategies, leveraging the firm’s integrated approach across tax, accounting, and advisory services.
Key Responsibilities- Provide holistic wealth management solutions, including investment planning, retirement strategies, estate planning, and risk management.
- Build and maintain strong client relationships through proactive communication and personalized service.
- Collaborate with internal teams across tax, accounting, and advisory to deliver integrated financial solutions.
Stay current on market trends, regulatory changes, and best practices in wealth management. - Drive business development initiatives to expand the firm’s Wealth Advisory footprint.
- 5+ years of relevant experience in wealth management or financial advisory.
- Professional accreditations such as CPA, PFS, CFP®, or CFA®.
- Active Series 65 or 66 license
. - Strong interpersonal and communication skills with a client-first mindset.
- Ability to work independently and as part of a collaborative team.
- Work with a highly respected CPA firm that integrates wealth management with tax and accounting expertise.
- Opportunity to serve a diverse and sophisticated client base
, including high-net-worth individuals and business owners. - Competitive compensation and benefits package.
- A culture that values professional growth, collaboration, and innovation
.
- Mid-Senior level
- Full-time
- Accounting/Auditing
- Industries:
Accounting
- Medical insurance
- Vision insurance
- 401(k)
- Paid paternity leave
- Paid maternity leave
- Disability insurance
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