Senior Wealth Manager

Senior Wealth Advisor | Growing Wealth Management Practice

I’m partnering with a highly respected national public accounting and advisory firm that is seeking an experienced Senior Wealth Advisor to join its growing Wealth Management practice.

This is an outstanding opportunity for a seasoned wealth management professional who enjoys advising high-net-worth and ultra-high-net-worth individuals, families, trusts, and family entities while working within the resources and collaborative environment of a leading professional services firm.

What makes this opportunity stand out?

• Growing Wealth Management practice within a nationally recognized public accounting and advisory firm

• Opportunity to advise HNW and UHNW individuals, families, trusts, and family entities

• Serve as a trusted advisor and primary point of contact for key client relationships

• Work collaboratively with professionals across the firm to provide comprehensive solutions to clients

• Significant opportunity to expand and deepen existing client relationships

• Work closely with firm leadership and play an integral role in the continued growth of the practice

• Mentor and develop talented professionals

• Collaborative, relationship-driven culture with a strong emphasis on integrity and exceptional client service

Key Responsibilities:

• Develop, maintain, and expand relationships with HNW and UHNW clients

• Provide ongoing wealth planning, education, coaching, and strategic guidance

• Assist in the creation, delivery, and execution of complex financial plans

• Identify and develop new business opportunities through existing clients, referrals, networking, and centers of influence

• Build and manage a strong business development pipeline

• Develop and maintain meaningful COI relationships

• Mentor and develop team members

• Collaborate with firm leadership to execute strategic growth initiatives and enhance the client experience

Ideal candidates will have:

• 10+ years of wealth management experience

• Series 65

• Strong experience working with high-net-worth and ultra-high-net-worth clients

• Proven success in business development and relationship management

• Strong financial planning and wealth advisory experience

• Ability to build, develop, maintain, and transition a book of business

• Experience mentoring and developing professionals

• Strong business acumen, emotional intelligence, and decision-making skills

• Excellent interpersonal, communication, and presentation skills

• CFP, CFA, CAIA, and/or CPWA designation preferred

• Alternative investment experience is a plus

If you’re an experienced wealth management professional looking for a senior-level opportunity within a growing Wealth Management practice backed by the resources and relationships of a national public accounting and advisory firm, I’d welcome a confidential conversation.