Senior Wealth Advisor

Job Description

Senior Wealth Advisor - Existing Client Book
Sheboygan, WI|$140,000-$170,000+ base salary plus bonus
Establishedclient book | No cold calling required

About the Opportunity

We are partnering with a successful wealth management firm in Sheboygan, WI, to identify an experienced Senior Wealth Advisor to step into an established book of high-net-worth client relationships.

This is a great opportunity for an advisor who wants to focus on planning, client relationships, retention, and team-based advisory work without having to cold call or build a book from scratch.

The right person will be polished, client-ready, collaborative, and strong at explaining financial planning concepts in a clear, confident way.

What You’ll Be Doing

• Serve as the lead advisor for an established client book
  .
• Manage relationships with high-net-worth clients and families
  .
• Lead client meetings, reviews, planning discussions, and follow-up.
• Provide guidance around retirement, investments, tax, estate, insurance, charitable giving, and legacy planning
  .
• Partner with internal planning, investment, and service teams to deliver a strong client experience.
• Build trust with clients and generate referrals through service, not cold prospecting.
• Maintain strong documentation, compliance, and fiduciary standards.

What They’re Looking For

• 5+ years as a Financial Advisor, Wealth Advisor, or Client Advisor.
• Experience serving affluent or high-net-worth clients
  .
• Strong financial planning experience.
• Series 65 or Series 7/66 highly preferred
• Excellent communication skills and polished client presence.
• Team-first mindset and comfort working in a shared-revenue model.
• Life and Health Insurance License preferred, or willingness to obtain if needed.

Why You’ll Want This Role

• $140,000-$170,000+ base salary plus bonus
• No cold calling required
• Successful, growing office with urgent hiring need
• Team-based advisory model with shared revenue
• Strong fit for an advisor who wants client ownership, planning work, and long-term stability

Senior Wealth Advisor - Existing Client Book
Sheboygan, WI|$140,000-$170,000+ base salary plus bonus
Establishedclient book | No cold calling required

About the Opportunity

We are partnering with a successful wealth management firm in Sheboygan, WI, to identify an experienced Senior Wealth Advisor to step into an established book of high-net-worth client relationships.

This is a great opportunity for an advisor who wants to focus on planning, client relationships, retention, and team-based advisory work without having to cold call or build a book from scratch.

The right person will be polished, client-ready, collaborative, and strong at explaining financial planning concepts in a clear, confident way.

What You’ll Be Doing

• Serve as the lead advisor for an established client book
  .
• Manage relationships with high-net-worth clients and families
  .
• Lead client meetings, reviews, planning discussions, and follow-up.
• Provide guidance around retirement, investments, tax, estate, insurance, charitable giving, and legacy planning
  .
• Partner with internal planning, investment, and service teams to deliver a strong client experience.
• Build trust with clients and generate referrals through service, not cold prospecting.
• Maintain strong documentation, compliance, and fiduciary standards.

What They’re Looking For

• 5+ years as a Financial Advisor, Wealth Advisor, or Client Advisor.
• Experience serving affluent or high-net-worth clients
  .
• Strong financial planning experience.
• Series 65 or Series 7/66 highly preferred
• Excellent communication skills and polished client presence.
• Team-first mindset and comfort working in a shared-revenue model.
• Life and Health Insurance License preferred, or willingness to obtain if needed.

Why You’ll Want This Role

• $140,000-$170,000+ base…