Senior Wealth Advisor
New Day Executive Search
Financial Advisor
This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That's why they are committed to investing in acquisitions, new products, tools, and capabilities to help advisors serve their clients and run a thriving business. They give advisors the freedom, guidance, and end-to-end support to run their practice their way - help the advisor to grow, while developing deeper relationships with clients.
Qualifications & Experience
- 5+ years of experience in investment advisory or wealth management
- Proven, transferable book of business with high-net-worth clients (minimum of $10M AUM)
- Active Investment Adviser Representative credentials (Series 65, or Series 7 + 66, or equivalent)
- Strong client-facing presence with the ability to manage complex financial relationships independently
- Entrepreneurial mindset with enthusiasm for Ameriprise and technology-enabled advisory models
- Ability to thrive in a fast-paced, high-growth environment with evolving priorities
Responsibilities
- Serve as a trusted advisor to high-net-worth individuals and families, managing complex portfolios and long-term client relationships
- Grow assets under management by onboarding a transferable book of business, expanding existing business, and cultivating new client opportunities
- Deliver holistic financial planning
- Support training initiatives and help scale best practices across the advisory organization
Compensation & Benefits
- Highly competitive compensation structure
Vacancy posted 3 days ago
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