Senior Wealth Advisor

Procisive; Del Mar (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

Procisive is seeking a Senior Wealth Advisor to lead high-net-worth client relationships and provide comprehensive financial, tax, and estate planning guidance in a collaborative advisory environment.

You will work with leadership and investment professionals to deliver a consistent, high-quality client experience, help close high-net-worth opportunities, and develop new relationships through referrals.

Qualifications

• 8+ years of experience in wealth management or financial advisory.
• Experience advising high-net-worth clients.
• Strong understanding of financial planning, tax, estate structures, and portfolio strategy.
• Ability to communicate effectively with sophisticated clients.
• Experience contributing to client growth or business development.
• CFP required; additional credentials (CFA, CPA, MBA, JD) preferred.

Responsibilities

• Be fully accountable for client relationships, including advice, communication, and outcomes.
• Lead the development and delivery of integrated wealth strategies.
• Advise on portfolios and financial decisions tied to client assets.
• Conduct client and prospective client meetings with clarity and confidence.
• There is an opportunity to step into and support existing client relationships early, with increasing responsibility and ownership based on demonstrated capability and fit.
• Identify risks and opportunities across client situations and provide clear, actionable guidance.
• Work closely with internal team members and external advisors (CPAs, attorneys) to implement strategies.
• Contribute to client growth through relationship expansion and new client development.
• Provide leadership within the advisory team and support the development of junior professionals.
• Operate within the firm's advisory model and team structure with a focus on execution and follow-through.

Education

CFP

CFA

CPA

MBA

JD

Job description

We're looking for a Sr. Wealth Advisor who want to focus on what they do best: helping clients make better decisions.

POSITION OVERVIEW:

The Sr. Wealth Advisor is responsible for leading high-net-worth client relationships and delivering comprehensive advice across financial, investment, tax, estate, and long-term planning.

This role requires sound judgment, strong client presence, and the ability to operate with full accountability for client outcomes. Advisors in this role work closely with leadership and investment professionals to deliver a consistent, high-quality client experience.

In addition to client advisory responsibilities, this role is expected to contribute to the firm's growth by closing high-net-worth client opportunities and developing new relationships through referrals.

This role is suited for individuals who want to operate at a high level within a collaborative, client-focused advisory environment.

PRINCIPAL DUTIES AND RESPONSIBILITIES:

• Be fully accountable for client relationships, including advice, communication, and outcomes
• Lead the development and delivery of integrated wealth strategies
• Advise on portfolios and financial decisions tied to client assets
• Conduct client and prospective client meetings with clarity and confidence
• There is an opportunity to step into and support existing client relationships early, with increasing responsibility and ownership based on demonstrated capability and fit
• Identify risks and opportunities across client situations and provide clear, actionable guidance
• Work closely with internal team members and external advisors (CPAs, attorneys) to implement strategies
• Contribute to client growth through relationship expansion and new client development
• Provide leadership within the advisory team and support the development of junior professionals
• Operate within the firm's advisory model and team structure with a focus on execution and follow-through

POSITION REQUIREMENTS:

• 8+ years of experience in wealth management or financial advisory
• Experience advising high-net-worth clients
• CFP required; additional credentials (CFA, CPA, MBA, JD) preferred
• Existing book of business is valued but not required
• Strong understanding of financial planning, tax, estate structures, and portfolio strategy
• Ability to communicate effectively with sophisticated clients
• Experience contributing to client growth or business development
• Ability to operate independently with sound judgment and focus