Vice President, Wealth Advisor
Confidential
Vice President, Wealth Advisor
About the Company
Nationally recognized independent RIA delivering comprehensive wealth management for affluent clients
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Vice President, Senior Wealth Advisor to serve high-net-worth and ultra-high-net-worth clients and support continued business growth. Responsibilities include providing comprehensive advice on investments, estate planning, taxes, risk management, and family wealth strategies, while developing new client relationships through referrals, professional networks, and strategic partnerships. The advisor will collaborate with specialists to deliver coordinated financial guidance, stay informed on markets and wealth-planning strategies, and contribute to thought leadership and client engagement. The role also involves building strong client relationships and delivering fiduciary advice that prioritizes clients’ interests. Candidates should have at least seven years of direct advisory experience serving affluent clients, typically with $5 million or more in investable assets, and a demonstrated record of business development and relationship management. Strong knowledge of holistic wealth management—including investments, tax planning, estate planning, philanthropy, and risk management—is required. A bachelor’s degree and Series 65 or equivalent are required; CFP®, CIMA®, CPWA®, or similar credentials are preferred, and advanced degrees are an asset. Applicants should bring a strong ethical foundation, a commitment to fiduciary standards, and an entrepreneurial approach to growing a wealth advisory practice.
Functions
- Finance
- Business Development
Vacancy posted 4 days ago
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