Senior Wealth Advisor

Our client is a nationally recognized, independent RIA with over $40B+ in AUM and a growing presence across 30+ states. The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership.

They are seeking experienced Senior Wealth Advisors to join their team in key regions. This is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to partnership and potential equity .

The Role

• Serve as lead advisor for high-net-worth clients and families
• Deliver comprehensive planning : retirement, tax, estate, investments, and more
• Collaborate with in-house specialists (planning, investments, tax, estate, client service)
• Leverage the firm’s marketing, M&A, and referral pipeline to grow your book
• Lead your client service team and mentor junior staff
• Contribute to internal initiatives and have a voice in firm direction
• Hybrid schedule with flexibility to work remotely and from a local office

Ideal Background

Why This Platform Stands Out

This is a rare opportunity to grow your practice with real support, earn your place in a national platform, and focus on what you do best : serving clients.

We are an equal opportunities employer and welcome applications from all qualified candidates.

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