Your Role
As a Senior Wealth Management Advisor, you will:
• Serve as the primary advisor for a portfolio of high-net-worth clients, providing proactive, personalized guidance across investment management and financial planning needs.
• Strengthen client retention and satisfaction by building trusted relationships, anticipating client needs, and leading regular portfolio and planning reviews.
• Lead clients through complex financial decisions involving retirement, tax-aware planning, estate considerations, risk management, and multigenerational wealth strategies.
• Collaborate with the wealth management team to design and implement customized investment portfolios that may include stocks, bonds, ETFs, structured notes, and alternative investments.
• Develop new client relationships and expand existing relationships through referrals, strategic partnerships, and consultative business development.
• Provide guidance and mentorship to other team members while supporting consistent service standards and best practices.
Knowledge, Skills & Abilities
The ideal candidate will have the following qualifications:
Required Qualifications
• Bachelor's degree.
• At least ten years of experience in wealth management, financial planning, or a related financial services role, preferably serving high-net-worth individuals and families.
• Active Series 65 registration in good standing.
• Demonstrated success managing complex client relationships, identifying needs, and delivering thoughtful financial and investment solutions.
• Strong knowledge of investment products, portfolio construction, and comprehensive financial planning strategies.
• Proven ability to communicate complex financial concepts clearly and lead effective client presentations.
• Ability to exercise sound judgment, manage competing priorities, and thrive in a fast-paced, collaborative environment.
• Excellent attention to detail, interpersonal skills, and written and verbal communication abilities.
• Professionalism, reliability, and a strong work ethic.
• Willingness to travel, including occasional visits to our corporate offices in Utah.
Preferred Qualifications
• CFP® certification.
• Fifteen years of experience in wealth management, financial planning, or a related financial services role, preferably serving high-net-worth individuals and families.
Our Investment in You
We support our employees with meaningful opportunities and resources, including:
• A comprehensive benefits package, outlined below.
• A competitive base salary and incentive opportunities.
• Leadership opportunities and continued professional development support.
• A flexible, collaborative work culture.
• A commitment to supporting work-life balance.
Compensation and Benefits
Our robust Total Compensation package includes:
• Compensation: Commensurate with experience.
• Health Insurance: Multiple medical plan options, with significant employer contributions toward medical, dental, and vision premiums.
• Retirement Savings: A fully vested, employer-matched retirement plan, with administration and management fees covered by the firm.
• Paid Time Off: Paid vacation, personal leave, and floating holidays, with accrual rates that increase based on years of service.
• Parental Leave: Paid maternity and paternity leave.
• Wellness & Additional Support: Wellness benefits, including health club membership reimbursement, as well as paid leave for bereavement, jury duty, and military service.
