Job Description
Senior Wealth Advisor About the Company Prominent national investment management firm Industry Investment Management Type Privately Held About the Role The Company is seeking a Senior Wealth Advisor to play a pivotal role in the expansion of its regional presence. The successful candidate will be responsible for leading the growth of the region by sourcing and closing leads, particularly those from custodial referral networks. This role involves serving as the Lead Wealth Advisor to a select group of complex, ultra-high-net-worth clients, providing comprehensive wealth management advice that encompasses tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management. Applicants for the Senior Wealth Advisor position at the company should be prepared to take on a challenging and rewarding role with significant growth opportunities. The ideal candidate will have a proven track record in the wealth management industry, with the ability to build and maintain client relationships at the highest level. A deep understanding of the financial needs and goals of ultra-high-net-worth individuals is essential, as is the ability to provide tailored and strategic advice in all areas of wealth management. The role offers a competitive compensation package, including above-market revenue-based payouts, and a clear path to partnership for the right candidate. Travel Percent Less than 10% Functions Finance