Senior Wealth Advisor

Next Level Recruiting, LLC; Phoenix (AZ); Hybrid; USD 65,000 - 200,000; Full time

Benefits offered by this job

401(k) match

Medical insurance

Vision insurance

Paid maternity leave

Paid paternity leave

Job summary

A leading independent RIA is seeking experienced Senior Wealth Advisors to join their team in the Greater Phoenix Area. This lead advisor role offers strong client acquisition support, comprehensive financial planning, and a defined partnership path. Advisors enjoy a collaborative culture and competitive compensation, allowing them to focus on client service and growth.

Qualifications

• 8-10+ years experience serving high-net-worth clients.
• CFP or equivalent licenses/certifications are essential.
• Background in RIA, private banking, or wirehouse environments.

Responsibilities

• Serve as lead advisor for high-net-worth clients and families.
• Deliver comprehensive financial planning services.
• Lead client service team and mentor junior staff.

Skills

Relationship Management

Planning Expertise

Leadership Skills

Education

CFP or equivalent

CPA, CFA, or other designations

Job description

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Overview (Greater Phoenix Area)

Our client is a nationally recognized, independent RIA with over $40B+ in AUM and a growing presence across 30+ states. The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership.

They are seeking experienced Senior Wealth Advisors to join their team in key regions. This is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to partnership and potential equity.

The Role

• Serve as lead advisor for high-net-worth clients and families
• Deliver comprehensive planning: retirement, tax, estate, investments, and more
• Collaborate with in-house specialists (planning, investments, tax, estate, client service)
• Leverage the firm’s marketing, M&A, and referral pipeline to grow your book
• Lead your client service team and mentor junior staff
• Contribute to internal initiatives and have a voice in firm direction
• Hybrid schedule with flexibility to work remotely and from a local office

Ideal Background

• 8–10+ years of experience serving high-net-worth clients
• CFP or equivalent licenses/certifications; CPA, CFA, or other designations a plus
• Background in RIA, private bank, or wirehouse environments
• Strong relationship management and planning expertise
• Leadership and growth mindset; team-first approach
• Portable book not required however would be a plus & easy transition to platform, ability to build/grow relationships is key

Why This Platform Stands Out

• Team Infrastructure: Advisors are supported by dedicated planners, client service managers, portfolio specialists, and ops
• Growth Engine: Robust inbound lead channels, marketing support, and business development team
• Full-Service Platform: In-house tax, estate, trust, and investment solutions for true holistic advice
• Defined Partnership Track: Transparent path to equity and leadership for high-performing advisors
• Advisor-Centric Culture: Entrepreneurial, collaborative, and built for long-term advisor success
• Compensation & Benefits: Competitive comp + incentives, 401(k) match, insurance, CE support, and more

This is a rare opportunity to grow your practice with real support, earn your place in a national platform, and focus on what you do best: serving clients.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Business Development, and Sales

• Industries

  Financial Services, Investment Management, and Investment Advice

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Child care support

Paid paternity leave

Student loan assistance

Disability insurance

Tuition assistance

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