Senior Wealth Advisor

Right Executive Search, LLC; Fairfield (NJ); Presencial; USD 175 000 - 250 000; Tempo integral

Resumo da oferta

Right Executive Search, LLC is representing a Registered Investment Advisor seeking a Senior Wealth Advisor to manage and deepen relationships with high-net-worth and ultra-high-net-worth clients with sophisticated financial planning needs.

The advisor will serve as the primary Relationship Manager for a growing book of business, supported by a team of CFAs, CIMAs, CFPs, and Series 65-licensed professionals, with a strong pipeline of referrals and no portable book requirement.

Qualificações

• 8+ years of relevant experience in wealth management, private wealth, or financial advisory services.
• Demonstrated experience managing relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
• Strong financial planning expertise and the ability to address complex client needs.
• CFA, CIMA, and/or CPA designation is a significant plus.
• Strong client relationship management, communication, and interpersonal skills.
• Stable career history with a demonstrated record of long-term tenure and professional progression.

Responsabilidades

• Serve as the primary Relationship Manager for a growing portfolio of HNW and UHNW clients.
• Develop and maintain trusted, long-term client relationships.
• Deliver comprehensive wealth management and financial planning solutions for clients with complex needs.
• Lead client meetings and proactively identify planning, investment, estate, tax, and wealth management opportunities.
• Partner with a highly credentialed team of CFAs, CIMAs, CFPs, and Series 65-licensed professionals.
• Work with a strong pipeline of prospective and newly referred clients generated through the firm's parent accounting organization.
• Collaborate closely with advisors and internal specialists to deliver an exceptional client experience.
• Contribute to the continued growth and development of the firm and its client relationships.

Conhecimentos

Relationship management

Client communication

Interpersonal skills

Financial planning

Formação académica

CFA

CIMA

CPA

Descrição da oferta de emprego

Industry: Registered Investment Advisor (RIA) / Wealth Management

Compensation: $175,000-$250,000 base salary plus bonus

About the Senior Wealth Advisor Role

Our client is an established and rapidly growing Registered Investment Advisor seeking an experienced Wealth Advisor to manage and deepen relationships with high-net-worth and ultra-high-net-worth clients with sophisticated financial planning needs.

The Senior Wealth Advisor will serve as the primary Relationship Manager for a growing book of business and will be supported by a highly credentialed team of CFAs, CIMAs, CFPs, and Series 65-licensed professionals.

The firm benefits from a strong and consistent pipeline of client referrals allowing advisors to focus on client relationships, planning, and advice rather than business development. A portable book of business is not required.

This is an excellent opportunity to join a collaborative, team-oriented organization with strong leadership, significant resources, and continued growth.

Key Responsibilities of the Senior Wealth Advisor

• Serve as the primary Relationship Manager for a growing portfolio of HNW and UHNW clients
• Develop and maintain trusted, long-term client relationships
• Deliver comprehensive wealth management and financial planning solutions for clients with complex needs
• Lead client meetings and proactively identify planning, investment, estate, tax, and wealth management opportunities
• Partner with a highly credentialed team of CFAs, CIMAs, CFPs, and Series 65-licensed professionals
• Work with a strong pipeline of prospective and newly referred clients generated through the firm's parent accounting organization
• Collaborate closely with advisors and internal specialists to deliver an exceptional client experience
• Contribute to the continued growth and development of the firm and its client relationships

Qualifications of the Senior Wealth Advisor

• 8+ years of relevant experience in wealth management, private wealth, or financial advisory services
• Demonstrated experience managing relationships with HNW and/or UHNW clients
• Strong financial planning expertise and the ability to address complex client needs
• CFA, CIMA, and/or CPA designation is a significant plus
• Strong client relationship management, communication, and interpersonal skills
• Stable career history with a demonstrated record of long-term tenure and professional progression

What They Offer

• This hire is part of the firm’s long-term succession plan as several advisors approach retirement.
• Strong Compensation Package: Base salary of $200,000-$250,000 plus performance-based bonus
• Strong, collaborative team culture with highly experienced leadership
• Support from a deeply credentialed team of CFAs, CIMAs, CFPs, and Series 65-licensed professionals
• Established pipeline of clients and referrals, with no portable book required
• Significant opportunity for professional growth and long-term career development

Keywords

CFA, CFP, CIMA, complex financial planning, CPA, high-net-worth, HNW clients, hybrid, private client advisor, relationship manager, Registered Investment Advisor, RIA, Series 65, UHNW clients, ultra-high-net-worth, wealth advisor, wealth management