Senior VP & UHNW Wealth Advisor Leader

Wealth Enhancement Group; Town of Pittsford (NY); Hybrid; USD 300,000 - 400,000; Full time

Benefits offered by this job

Health & dental insurance

401k with match

Paid time off

Job summary

Wealth Enhancement Group is seeking a Senior Vice President, Financial Advisor in Pittsford, NY to lead and mentor a team of advisors while managing UHNW client relationships. The SVP will guide planning-based services, grow the practice, and ensure exceptional client outcomes from our local leadership team.

The role emphasizes advisor development, strategic growth, and high-level financial planning with a comprehensive benefits package and a competitive compensation range.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Licenses: Series 7, 66 or Series 65.
• Ability to source and convert prospects to clients and provide high-level planning-oriented service.

Responsibilities

• Manage existing client relationships to WEG’s planning-based standard.
• Facilitate the financial planning process and conduct annual reviews.
• Source and close prospects; drive referrals from current clients.

Education

4-year degree

Tools

Series 7

Series 66

Series 65

Job description

Wealth Enhancement Group is seeking a Senior Vice President, Financial Advisor in Pittsford, NY to lead and mentor a team of advisors while managing UHNW client relationships. The SVP will guide planning-based services, grow the practice, and ensure exceptional client outcomes from our local leadership team.

The role emphasizes advisor development, strategic growth, and high-level financial planning with a comprehensive benefits package and a competitive compensation range.