Senior Wealth Management Advisor
About the Company
Prominent independent wealth management firm dedicated to providing exceptional financial services.
Industry
Financial Services
Type
Privately Held
About the Role
Join our team as a Senior Wealth Management Advisor, where you will take the lead in managing relationships with high net worth and ultra-high net worth individuals and families. You will provide expert guidance on a diverse range of financial matters including estate planning, tax optimization, wealth transfers, investment strategies, asset allocation, business succession planning, philanthropic advisory, and risk management. This role places a strong emphasis on next-generation succession planning and being an integral part of our leadership team, ensuring the delivery of high-touch services and sustainable growth of our client base.
We are seeking a candidate with at least 15 years of experience in wealth management and a proven track record of success in client relationship management within the high net worth sector. You will also have the opportunity to actively participate in the firm's Management Committee, contributing to the oversight of our operational functions.
Our company fosters a collaborative and forward-thinking culture, and this position offers the chance to earn meaningful equity over time within a highly profitable, non-private equity-backed firm. If you are committed to professionalism, possess a robust support structure, and are passionate about client service and retention, we encourage you to apply for this exciting opportunity.
Travel Percent
Less than 10%
Functions
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