Senior Wealth Advisor

Senior Wealth Advisor

We are seeking a client-focused Senior Wealth Advisor to join our team and serve as a trusted partner to individuals and families navigating complex financial decisions.

In this role, you will deliver personalized financial guidance, helping our clients align their wealth strategies with their long-term goals through thoughtful planning, investment insight, and proactive relationship management.

Beyond advisory responsibilities, this position contributes meaningfully to the firm's growth by actively supporting the identification and development of client opportunities.

The ideal candidate brings a balance of analytical rigor, business development awareness, and relationship-driven service, with a commitment to delivering high-quality, forward-thinking solutions.

This is an opportunity to operate in a collaborative, professional services environment where initiative is valued, client relationships are paramount, and advisors are empowered to contribute to both individual client success and the firm's broader strategic growth.

To perform this job, an individual must be able to perform each essential function and responsibility satisfactorily, with or without reasonable accommodation.

Financial Planning:

• Manage client planning process, including:
• Initial financial plan creation
• Ongoing planning updates
• Regular scenario planning and analysis
• Recommendation of solutions
• Identification of new opportunities
• Prepare and deliver client financial plans and presentations
• Gather, organize, and synthesize client data within a financial planning context
• Develop and prepare investment implementation strategies for clients

Client Service Management including:

• Implementation of investment strategies
• Portfolio changes and review
• Ongoing due diligence of non-standard client holdings
• Insurance plan implementation and review
• Estate plan review
• Tax planning
• Lead client relationship development and management, including regular client contact and communications
• Initiate business development opportunities through client referrals, centers of influence, and organic marketing activities
• Initiate the set-up and transfer of funds of new investment accounts
• Verify the validity and accuracy of client financial documents
• Navigate financial planning software prior to and during client meetings
• Identify new Employer Plan opportunities.