Sr. Wealth Management Service Advisor

Senior Wealth Management Service Advisor

The Senior Wealth Management Service Advisor plays a key leadership role in delivering exceptional client experience through comprehensive financial planning, investment management, and ongoing relationship support. This individual serves as the primary advisor for a portfolio of high-net-worth clients and leads the planning team, ensuring precision, collaboration, and consistent delivery of high-quality financial plans.

Amon & Associates provided pay range. This range is provided by Amon & Associates. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

• Annual Bonus

• Leads and mentors the financial planning team, ensuring alignment with firm standards and service excellence.
• Oversees workflow prioritization and quality control of all financial plan production, reviews, and deliverables.
• Provides coaching, technical guidance, and ongoing training for team members.
• Partners with the Practice Manager to refine processes, enhance collaboration, and promote a high-performance culture.
• Serves as the key decision-maker in all phases of the financial planning process—from data gathering and plan design to presentation, implementation, and ongoing review.
• Leverages eMoney and other advanced planning platforms to create, evaluate, and manage sophisticated financial strategies tailored to client objectives.
• Collaborates with strategic partners and subject-matter experts to develop solutions for complex and advanced planning cases.
• Ensures timely and precise implementation of investment and insurance recommendations in alignment with each client’s goals.
• Monitors portfolio performance and proactively adjusts strategies to ensure continued alignment with client objectives and market conditions.
• Evaluates and refines internal investment models and practice-specific offerings to maintain best-in-class portfolio management standards.

• Assists with the preparation of service forms (ex. beneficiary changes, ownership change, third-party authorizations) in advance of client meetings.
• Assists with the preparation of periodic risk management reviews for client meetings, as needed.
• Manages, monitors, and follows up on assigned risk management action items from client meetings.
• Serves as an additional resource to request illustrations/quotes for risk management solutions.
• Keeps advisors, other staff, and client informed on status of assigned risk management tasks.
• Serves as the lead advisor for assigned client relationships, managing all aspects of financial planning and service delivery.
• Leads client meetings, communicates complex financial strategies clearly, and ensures timely follow-up and implementation.
• Builds deep, trusting relationships with clients, consistently demonstrating professionalism, empathy, and expertise.
• Collaborates with Leadership on client strategy and ensures seamless onboarding of new clients.

• Delivers proactive and responsive service within established firm standards.
• Maintains current knowledge of market trends, investment solutions, and regulatory developments.
• Ensures accurate and timely maintenance of Redtail CRM, eMoney, and other client management systems.
• Contributes to practice-wide initiatives and participates in meetings to support firm growth and client success.

• Bachelor’s degree in business, finance, or related field (Master’s preferred).
• Minimum of seven years of experience in a senior-level financial planning or wealth management role, including direct client advisory responsibilities
• Experience leading or mentoring a team required.
• Series 7, 63, and 65 or 66 licenses are preferred.
• Insurance license in good standing.
• Demonstrated expertise in investment management and financial plan construction.
• Proven leadership and team development abilities.
• Exceptional client communication and relationship-building skills.
• Deep understanding of financial planning principles, investment strategies, and insurance concepts.
• Proficiency in Microsoft Office Suite, eMoney, and Redtail CRM.
• High attention to detail with strong organizational and analytical skills.
• Ability to manage multiple priorities with professionalism and composure.
• Continuous improvement mindset; seeks opportunities to optimize processes and client experience.
• Collaborative, adaptable, and driven by integrity and results.

• Standard office environment: extensive computer use required.
• Must possess a valid driver’s license and maintain a driving record that meets company insurance standards.

Mid-Senior level

Full-time

Finance and Sales

Financial Services and Investment Management