Senior Wealth Advisor

Senior Wealth Advisor

About the Company

Join a leading wealth and financial services firm dedicated to excellence.

Industry

Financial Services

Type

Privately Held

About the Role

We are searching for a passionate Senior Wealth Advisor to become an integral part of our team. In this role, you will be a trusted financial partner to an elite client base, guiding them through sophisticated financial strategies and complex decisions. Your expertise will help clients navigate economic trends and investment strategies while delivering tailored wealth plans. This position focuses on building strong client relationships, identifying new opportunities, and addressing sensitive situations with empathy and professionalism.

Qualifications :

To excel as a Senior Wealth Advisor, candidates should possess :

• A Bachelor’s degree; MBA, CFA, or CFP preferred
• At least 5 years of experience in investment advisory or wealth management, especially with high-net-worth or UHNW clients
• A deep understanding of investment markets and complex wealth strategies
• Excellent communication, presentation, and client-facing skills
• A collaborative mindset, strong initiative, and a commitment to integrity
• The ability to interpret client needs and provide customized solutions

Our culture values creativity and initiative, and your insights will be appreciated as we continue to grow. With less than 10% travel required, you’ll have the opportunity to establish lasting relationships and make a meaningful impact.