Wealth Advisor
Priano Solutions
Independent Registered Investment Advisor (RIA) | Hybrid We are a growing, employee‑owned independent RIA serving families, business owners, medical professionals, and non‑profits nationwide. As part of a second‑generation leadership transition, the firm is investing in growth and seeking an experienced Senior Wealth Advisor to play a key role in client service, business development, and long‑term firm leadership. What You’ll Do Build and manage relationships with high‑net‑worth individuals and institutions Develop new business through referrals, centers of influence, and networking Deliver comprehensive financial planning and investment advice Partner with clients’ tax, estate, and insurance professionals Participate in investment committee and portfolio management Collaborate with leadership on firm growth strategy What We’re Looking For 5+ years of wealth management or related experience CFP®, CFA®, CPA, and/or CIMA strongly preferred (or in progress) Strong client‑facing, presentation, and relationship‑building skills Entrepreneurial mindset with business development experience Series 65/66 required (or obtained upon hire) Why Join Employee‑owned firm with advancement opportunities Revenue sharing on new assets plus profit‑sharing plan Competitive benefits and hybrid schedule Collaborative, growth‑oriented culture 6‑figure base salary, great benefits, strong career trajectory #J-18808-Ljbffr Priano Solutions
Vacancy posted 1 day ago
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