Senior Wealth Advisor

A well-established wealth management firm is seeking an experienced Senior Wealth Advisor to take ownership of an existing portfolio of client relationships.

This is a planning-focused, relationship-driven advisory position rather than a traditional sales or AUM-gathering role. The advisor will focus on developing deep client relationships, delivering comprehensive financial planning, providing investment guidance, and ensuring an exceptional long-term client experience.

Key Responsibilities

• Serve as the primary advisor and relationship manager for an established portfolio of wealth management clients.
• Develop long-term relationships with clients through proactive communication and personalized financial guidance.
• Lead comprehensive financial planning and ongoing client review meetings.
• Develop and deliver financial plans based on each client's goals, financial circumstances, and long-term objectives.
• Provide investment guidance and portfolio oversight in coordination with the firm's investment strategy.
• Identify planning opportunities involving retirement, tax strategies, estate considerations, cash flow, and other wealth management needs.
• Work closely with Service Advisors and other support professionals to ensure a high-touch client experience.
• Lead and mentor advisory support team members.
• Utilize financial planning technology, including eMoney and Holistiplan, to support client planning.
• Identify opportunities to deepen existing client relationships and generate referrals.
• Develop new relationships when opportunities arise, although business development is not the primary focus of the position.

Qualifications

• Active Series 7 and Series 66 (or equivalent) required.
• 5+ years of client-facing financial advisory or wealth management experience.
• Strong background in comprehensive financial planning.
• Experience advising affluent and high-net-worth clients.
• Strong knowledge of investment management and portfolio oversight.
• Ability to independently manage and develop client relationships.
• Experience with financial planning technology; eMoney and/or Holistiplan preferred.
• Strong client communication, presentation, and relationship-management skills.
• Experience mentoring or working closely with advisory support professionals.
• Client-first, planning-oriented approach to wealth management.