Senior Vice President, Wealth Advisory

Senior Vice President, Wealth Advisory

About the Company

Join a nationally recognized independent investment advisory firm known for delivering exceptional service and innovative solutions.

Industry

Investment Management

Type

Privately Held

About the Role

We are looking for a dynamic Senior Vice President, Wealth Advisory to become our primary relationship manager for affluent and ultra-high-net-worth clients. In this integral role, you will deliver tailored wealth strategies that encompass investments, estate planning, tax efficiency, and risk management.

Your responsibilities include :

• Accessing family office resources and collaborating with internal teams to ensure a seamless client experience.
• Driving organic growth by deepening client relationships and generating referrals.

The ideal candidate will have over 10 years of experience in wealth advisory, ideally with a CFP® designation. Your background in planning and investment, along with your ability to integrate tax and estate strategies, will be crucial in providing comprehensive solutions for our clients.

This is a unique opportunity to work with a firm that strikingly combines the personalized service of a boutique with the sophisticated infrastructure of a family office. You will be well-positioned to offer holistic solutions to high-net-worth and ultra-high-net-worth clients.

The company values an entrepreneurial and growth-oriented mindset, along with a proven ability to build trusted client relationships. Being independent and employee-owned ensures fiduciary alignment and absence of product conflicts. Experience our long-standing collaborative advisor culture that fosters long-term career growth and offers equity options.

Our positions are available in multiple offices nationwide, offering flexibility for hybrid and remote work arrangements.

Travel Percent

Less than 10%

Functions