We are seeking a Senior Wealth Advisor to join our boutique, high-touch investment advisory firm focused on serving ultra-high-net-worth individuals. This role is ideal for a seasoned advisor with a strong client-first ethos and a long-term commitment to excellence. With our target clientele holding $2M+ in investable assets, we’re looking for someone who can both advise and attract clients in this niche segment.
 

Key Responsibilities

• Provide holistic, tailored wealth management strategies to high-net-worth clients.

• Build and deepen relationships through proactive, consultative financial planning.

• Manage client portfolios with a disciplined investment philosophy.

• Collaborate closely with internal investment and planning teams to deliver consistent results.

• Drive business development through referrals, networking, and client retention strategies.

• Maintain impeccable compliance standards and ethical conduct.

Ideal Candidate

• 5+ years of experience as a financial advisor or wealth manager.

• Proven ability to serve clients with $2M+ in investable assets.

• A transferrable book of business is highly preferred but not required.

• FINRA Series 65 or equivalent, and relevant state registrations.

• CFP® designation or strong progress toward certification is a plus.

• Driven by client success, not just transactions—seeking a long-term home.
   

Compensation & Growth

• Base salary of approximately $100,000.

• Lucrative variable compensation based on client revenue contribution.

• Direct revenue share for any new clients brought in.

• Unlimited long-term earnings potential with equity-style upside.