Senior Wealth Advisor

A boutique, planning-focused RIA headquartered in Tennessee is thoughtfully expanding and seeking a Senior Wealth Advisor who values depth of relationship over volume and long-term partnership over short-term production.

This firm serves high-net-worth individuals and families through a highly personalized, fiduciary approach. This is not a volume-driven environment. It is a partnership for advisors who care deeply about client outcomes, professional reputation, and building something enduring.

You will continue serving as the lead advisor to your client relationships while gaining access to enhanced planning, investment, and operational support. The goal is not to change how you advise — it is to strengthen the platform behind you.

The firm maintains custodial relationships with Schwab and Fidelity and offers access to referral opportunities through those channels. Advisors benefit from centralized investment oversight, compliance support, and a collaborative leadership team that prioritizes long-term alignment.

Location is flexible; advisors may operate remotely while remaining integrated into the firm’s culture and planning process.

• An experienced advisor who has built meaningful, enduring client relationships
• Planning-oriented with a fiduciary mindset
• Interested in aligning with a boutique brand rather than building in isolation
• Managing a transferable book of business

Compensation is designed to align with each advisor’s existing business, growth goals, and long-term vision. While a base salary range is listed to meet posting requirements, total compensation, including base and payout structure, is customized and negotiated during the interview process. The firm offers competitive economics intended to support both stability and meaningful upside, structured around the advisor’s book and long-term partnership objectives.

We are excited to connect with advisors who see themselves in this next chapter. If this opportunity aligns with your vision, please apply with your most up-to-date resume. All inquiries will be handled with discretion and confidentiality.