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The Senior Wealth Advisor will lead a team to develop wealth plans, manage client relationships, and provide tailored investment strategies to high-net-worth clients.

The Senior Wealth Advisor leads a team to create financial strategies for high-net-worth clients, fostering relationships and mentoring staff.

Lead relationships with ultra-high-net-worth families, providing integrated financial advice spanning estate structures, tax strategies, and more. Mentor support advisors and ensure high-quality advice delivery.

Manage assigned client portfolios: set up portfolios, perform rebalances, tax-loss harvesting, cash management, coordinate onboarding, and collaborate with advisors and trading teams while maintaining accurate data.

Own and govern institutional technology platforms (Salesforce, education and referral systems). Drive CRM configuration, integrations, data integrity, adoption, vendor/budget management, and optimize retirement-to-wealth referral workflows to increase conversions and platform ROI.

The Senior Wealth Advisor leads a wealth management team, develops comprehensive financial strategies for clients, trains staff, and maintains client relationships.

Support a wealth advisor team to deliver comprehensive financial plans and investment portfolios for high-net-worth clients. Conduct research and analysis, execute client requests, maintain client relationships, assist in sales efforts, and develop proficiency with investment and financial planning software.

Support advisors by coordinating client meetings, gathering and entering client financial data, preparing financial plan drafts, conducting portfolio research, preparing materials and reports, and handling client service and account maintenance tasks while pursuing licensure.

The Wealth Advisor collaborates with the wealth management team to create personalized financial strategies and strengthen client relationships, focusing on high net worth individuals.

The Senior Wealth Advisor leads a wealth management team to create comprehensive plans, cultivate client relationships, and mentor associates.