Senior Financial Advisor
Listed on 2025-12-02
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Finance & Banking
Financial Consultant, Wealth Management
Overview
We are a fast-growing, client-focused wealth management firm seeking a seasoned Senior Financial Advisor to help scale our high-touch service model. This role is ideal for a fiduciary-minded professional with 8–10+ years of experience
, a portable AUM of $25M+, and a proven ability to deliver strategic, personalised advice to high-net-worth individuals ($1M+ investable assets).
As we grow, we’re committed to maintaining the boutique-level service that defines us. You’ll play a key role in both managing existing relationships and absorbing new clients from our active referral pipeline. We operate under the Entrepreneurial Operating System (EOS), offering structure, accountability, and collaborative growth across our wealth, tax, and insurance divisions.
What We Offer- Base salary + transparent fee-sharing
- Full benefits, 25+ days off, and a family-first culture
- Technology-forward infrastructure (Advyzon pending)
- Clear path to Practice Leader
- Fiduciary experience with high-net-worth clients
- Strategic thinker who thrives in process-driven environments
- Passionate about client relationships and team success
This is not a maintenance role — it’s an opportunity to build something enduring.
Next Steps: Submit your resume with AUM details, client demographics, and examples of team-focused growth initiatives.
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