Senior Vice President, Financial Advisor

Senior Vice President, Financial Advisor

About the Company

Top-tier wealth management firm

Industry

Financial Services

Type

Privately Held

About the Role

The Company is in search of a Senior Vice President, Financial Advisor to join its team. The ideal candidate will have a proven track record in managing relationships with high and ultra-high-net-worth clients, with a focus on providing holistic wealth management solutions. This includes expertise in investment, estate, tax, and financial planning, as well as a strong understanding of equity and alternative investments, portfolio construction, and asset allocation. The role requires an individual with an entrepreneurial mindset, a strong client-service orientation, and experience within an RIA, private bank, or boutique wealth management firm environment. The successful candidate will be part of a collaborative culture that values deep client relationships and offers institutional-level investment capabilities. The role is designed for an advisor who is adept at working with internal partners and is eager to grow within a firm that offers equity participation and long-term partnership potential. The company is known for its sophisticated resources and is committed to delivering highly customized wealth solutions to complex client households. Advisors in this role will have access to an integrated suite of in-house services and will be supported by a team of dedicated professionals to ensure exceptional client outcomes.

Travel Percent

Less than 10%

Functions

• Finance