Senior Wealth Advisor

Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you thrive in a remote-first environment, seek collaboration and need a tech stack that saves HOURS in manual operations. To be considered for our client, you must have 9+ years experience as a Financial Advisor and at least $25M in portable, fee-based AUM. Senior Wealth Advisor Opportunity The Role: You will own client relationships and help accelerate growth . You will play a lead role in expanding the client base, delivering high-impact planning and investment advice, and partnering cross-functionally to improve how the platform supports advisors and clients. Key Responsibilities Drive new client acquisition and contribute directly to business development efforts. Collect and synthesize client information to clarify goals, priorities, constraints, and preferences. Deliver comprehensive, advice led planning across investment strategy, tax aware planning, retirement, estate considerations, equity compensation, charitable strategies, and risk/insurance planning. Diagnose planning gaps and risks, translate complex concepts into clear recommendations, and produce actionable financial plans. Build, implement, and continuously monitor long-term investment strategy, including asset allocation and portfolio oversight. Coordinate with third party specialists across tax, trust and estate, and insurance, ensuring clients leverage the right expertise at the right time. Provide feedback to internal product and technology stakeholders to improve workflows and eliminate friction points in client service delivery. Support inorganic growth initiatives by assisting with advisor outreach, evaluation, and integration conversations as needed. Candidate Profile Required Qualifications: 9 + years of investment advisory experience. A portable book of business ($25M in AUM) that you actively advise today. Appropriate registration to serve as an Investment Adviser Representative (Series 65, Series 7 and 66, or equivalent). Demonstrated interest in ownership, accountability, and building long-term enterprise value. Strong orientation toward a technology forward advisory model and the ability to operate effectively in a fintech environment. Ability to perform in a high-velocity, deadline-driven setting while managing multiple priorities simultaneously. Preferred Qualifications Prior experience in a technology company or technology enabled advisory platform. BS or MS in an analytical or technical discipline. Experience advising high-net-worth households, including clients with $1M+ in investable assets. Deep expertise in at least one key planning domain (e.g., tax strategy, equity compensation, estate planning, retirement distribution planning). Familiarity with modern financial planning software and planning led client workflows. Strong executive presence, critical thinking, and communication skills, with a proactive approach and clear ownership mentality. #J-18808-Ljbffr Professions Inc