Position OverviewWe are seeking an experienced and strategic Senior Financial Advisor to lead client relationships and deliver holistic, high-touch wealth management advice. This individual will serve as a primary advisor to HNW and UHNW clients, collaborating across disciplines-including tax, estate planning, and transaction advisory-to design and implement highly customized financial strategies.
The ideal candidate is both technically proficient and client-centric, with a strong ability to build trust, communicate complex ideas clearly, and mentor the next generation of advisors.
Core Responsibilities:- Serve as the lead advisor for a select group of HNW and UHNW clients, overseeing comprehensive wealth management relationships.
- Develop and implement customized financial plans incorporating investment, estate, tax, and risk management strategies.
- Act as a quarterback across tax, estate, insurance, and investment specialists to deliver coordinated, best-in-class client solutions.
- Engage directly with clients and their families, acting as their trusted advisor for all financial matters.
- Drive asset retention and growth within existing relationships, deepening engagement and identifying new opportunities.
- Mentor and train junior advisors, associates, and analysts to support ongoing firm growth and professional development.
- Collaborate with firm partners to enhance the client experience and contribute to initiatives that support continued expansion and change.
Qualifications & Experience:- Bachelor's degree in Business, Finance, Economics, or a related field required.
- 8-10+ years of experience in wealth management or private client advisory, ideally within a full-service RIA or multi-disciplinary financial services firm.
- CFP® certification and Series 65 required; additional credentials (CFA, CPA, JD, etc.) strongly preferred.
- Demonstrated expertise advising high-net-worth and ultra-high-net-worth clients across investment, estate, and tax planning disciplines.
- Prior experience within an accounting or professional services firm strongly preferred.
Core Competencies:- Deep technical understanding of investment, tax, estate, and financial planning strategies.
- Exceptional relationship management skills, with a client-first mindset and high ethical standards.
- Proven leadership ability with experience mentoring and developing junior team members.
- Strong analytical and critical-thinking skills; ability to simplify complexity for clients.
- Professional presence, emotional intelligence, and high personal integrity.
- Collaborative, entrepreneurial, and adaptable within a dynamic, growth-oriented environment.
Compensation & Benefits:- Salary - $130-$160k
- Discretionary Performance Bonus
- Comprehensive Benefits Package, including health, dental, vision, 401(k), and professional development support
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