Senior Wealth Advisor - Hybrid

The Senior Wealth Advisor serves as the primary relationship manager for high-value and complex client relationships, delivering comprehensive, goals-based financial planning and wealth management solutions. This role combines advanced financial planning expertise with proactive business development, relationship management, strategic judgment, and high standard of client service. The Senior Wealth Advisor partners closely with internal specialist and external referral partners to help clients build, grow, and protect their wealth through tax-aware investment strategies aligned with their long-term objectives.

This role is accountable for developing and maintaining strong client relationships, converting prospective clients into long-term relationships, mentoring less experienced advisors, and consistently executing the firm’s client service and planning standards. Success in this role requires professionalism, ownership, collaboration, leadership, and a commitment to continuous improvement. Senior Wealth Advisors are expected to lead by example, demonstrate strong business development results, and contribute to the growth and reputation of the firm.

• Serve as lead advisor and primary relationship manager for high-value and complex client relationships
• Deliver advanced financial planning strategies across retirement, investments, tax, insurance, and estate planning consideration
• Develop a deep understanding of client goals, priorities, and financial circumstances to provide personalized planning guidance
• Proactively anticipate client needs and provide strategic guidance during life events, market transitions and evolving financial situations
• Conduct client review meetings and ongoing plan updates to ensure financial plans remain aligned with client objective and long-term goals.
• Maintain consistent, proactive engagement across assigned client relationships while delivering a high standard of responsiveness, professionalism, and client service.
• Lead by example through strong relationship management, accountability, and adherence to firm standards.
• Provide mentorship and support to less experienced advisors and contribute to a collaborate team environment.
• Develop and maintain comprehensive financial plans for high-value and complex client relationships covering retirement, investment, tax-aware strategies, insurance, and estate considerations
• Utilize approved planning tools and firm resources to deliver accurate, timely, and strategic financial planning recommendations aligned with client objective
• Provide guidance on complex and time-sensitive planning needs, including retirement income planning, charitable giving strategies, RMDs, and multi-generational planning considerations
• Review portfolio activity, financial plans, and evolving client circumstances to identify risks, opportunities, and planning consideration
• Ensure financial plans remain current, comprehensive, and aligned with client objectives and long-term goals

• Generate new client opportunities through referrals, centers of influence, personal networking, and community engagement
• Convert prospective clients into long-term client relationships using established discovery and planning processes
• Build and maintain strong relationships with clients, referral partners, and centers of influence to support long-term business growth
• Contribute to asset growth through client retention, asset consolidation, and net new asset acquisition
• Lead by example through proactive business development activity, relationship management, and consistent execution of firm standards
• Provide mentorship, guidance, and support to less-experienced advisors and contribute to a collaborative team environment
• Participate in firm initiatives, educational events, and business development activities that support the growth and reputation of the firm
• Collaborate closely with internal teams including client service, tax, investment, trading, and operations to deliver a coordinated and consistent client experience
• Lead planning, preparation, and execution of client review meetings, follow-up items, and ongoing service requests for assigned relationships
• Coordinate account opening, documentation, and complex service requests in a timely and accurate manner
• Maintain accurate, timely, and complete CRM documentation, including client notes, tasks, opportunities, and lead status
• Follow and reinforce established firm workflows, service standards, and operational procedures
• Support less-experienced advisors through collaboration, knowledge sharing, and mentorship

• Adhere to all firm policies, procedures, and regulatory requirements
• Maintain current knowledge of market trends, financial planning strategies, and industry regulations
• Complete required continuing education, training, and licensing requirements
• Demonstrate professionalism, accountability, and…