Senior Wealth Advisor

Industry: Registered Investment Advisor (RIA) / Wealth Management

Compensation: $175,000-$250,000 base salary plus bonus

Our client is an established and rapidly growing Registered Investment Advisor seeking an experienced Wealth Advisor to manage and deepen relationships with high-net-worth and ultra-high-net-worth clients with sophisticated financial planning needs.

The Senior Wealth Advisor will serve as the primary Relationship Manager for a growing book of business and will be supported by a highly credentialed team of CFAs, CIMAs, CFPs, and Series 65-licensed professionals.

The firm benefits from a strong and consistent pipeline of client referrals allowing advisors to focus on client relationships, planning, and advice rather than business development. A portable book of business is not required.

This is an excellent opportunity to join a collaborative, team-oriented organization with strong leadership, significant resources, and continued growth.

• Serve as the primary Relationship Manager for a growing portfolio of HNW and UHNW clients
• Develop and maintain trusted, long-term client relationships
• Deliver comprehensive wealth management and financial planning solutions for clients with complex needs
• Lead client meetings and proactively identify planning, investment, estate, tax, and wealth management opportunities
• Partner with a highly credentialed team of CFAs, CIMAs, CFPs, and Series 65-licensed professionals
• Work with a strong pipeline of prospective and newly referred clients generated through the firm's parent accounting organization
• Collaborate closely with advisors and internal specialists to deliver an exceptional client experience
• Contribute to the continued growth and development of the firm and its client relationships

• 8+ years of relevant experience in wealth management, private wealth, or financial advisory services
• Demonstrated experience managing relationships with HNW and/or UHNW clients
• Strong financial planning expertise and the ability to address complex client needs
• CFA, CIMA, and/or CPA designation is a significant plus
• Strong client relationship management, communication, and interpersonal skills
• Stable career history with a demonstrated record of long-term tenure and professional progression

• This hire is part of the firm’s long-term succession plan as several advisors approach retirement.
• Strong Compensation Package:
  Base salary of $200,000-$250,000 plus performance-based bonus
• Strong, collaborative team culture with highly experienced leadership
• Support from a deeply credentialed team of CFAs, CIMAs, CFPs, and Series 65-licensed professionals
• Established pipeline of clients and referrals, with no portable book required
• Significant opportunity for professional growth and long-term career development

CFA, CFP, CIMA, complex financial planning, CPA, high-net-worth, HNW clients, hybrid, private client advisor, relationship manager, Registered Investment Advisor, RIA, Series 65, UHNW clients, ultra-high-net-worth, wealth advisor, wealth management