Senior Wealth Advisor

Senior Wealth Advisor

About the Company

Expanding independent investment advisory firm

Industry

Investment Management

Type

Privately Held

About the Role

The Company is in search of a Senior Wealth Advisor to become a key member of its leadership team. The successful candidate will be responsible for leading and managing relationships with high net worth and ultra-high net worth individuals and families, providing expert advice on a range of financial matters including estate and tax planning, wealth transfer, investments, asset allocation, business succession planning, philanthropic advisory, and risk management. This role is pivotal in the company's mission to deliver high-touch service and to foster the growth of the client base over time. The ideal candidate will have a proven track record in the wealth management industry, with a focus on exceeding client expectations and delivering results. They will also have the opportunity to play an active role in the firm's Management Committee, contributing to the oversight of the company's operating functions. A collaborative and forward-thinking approach is essential, as is a commitment to the company's culture of client service, retention, and growth. The role offers the potential for co-investing opportunities and is suited to a professional who is adept at clear attribution of performance and is dedicated to maintaining a high level of service and client satisfaction.

Travel Percent

Less than 10%

Functions

• Finance