Senior Wealth Advisor

CFP Board of Standards Inc.; United States; On-site; USD 250,000 - 600,000; Full time

Benefits offered by this job

Equity path

Transition support

Advanced tech platform

Job summary

Freedom Family Office is seeking a Senior Wealth Advisor with established client relationships to lead strategic wealth management for high-net-worth families and entrepreneurs.

You will own discovery, advice, and whole‑picture judgment while leveraging a CIO‑led platform, advanced tax strategy, estate planning support, and dedicated specialists. Your week centers on client growth and deeper relationships, not infrastructure.

Qualifications

• Proven ability to manage relationships with entrepreneurs and HNW families.
• Strong advisory capabilities across investments, taxes, and estate planning.
• Experience leading client strategy and growth initiatives.

Responsibilities

• Lead strategic client relationships and advisory seat.
• Collaborate with CIO-led platform and specialists on complex client cases.
• Drive prospecting, referrals, and COI development.
• Ensure ongoing relationship leadership and implementation accountability.

Skills

Relationship management

Business development

Executive presence

Strategic advisory

Education

CFP

CPA

JD

CFA

CEPA

Job description

Freedom Family Office is hiring oneSenior Wealth Advisor with established client relationships who wants strong net economics, serious investment and tax capability, less operating burden, and a differentiated growth opportunity.

Most advisors want to grow. Very few are given a platform that makes them materially better advisors - and fewer still are given something proprietary to grow into.

The Opportunity

We serve entrepreneurs and high-net-worth families whose financial lives have outgrown generic advice. The advisor in this seat becomes the strategic relationship lead - the person clients call first when investments, tax, estate, liquidity, business, and family decisions intersect.

You keep the relationship and your advisory style. We add capability around you.

The goal is not to rebuild the way a successful advisor works, but to give them more capability behind it.

What the platform adds

• CIO-led investment management and an Investment Committee
• Advanced tax strategy integrated into the investment process through Wealthrive
• Access to attorneys, CPAs, planners, and specialist expertise
• Direct indexing and tax-aware portfolio tools
• Trading, rebalancing, operations, compliance, billing, and technology support
• Proprietary discovery and planning tools that help you go deeper with clients on what their wealth is actually for

What You Own

• The client relationship and strategic advisory seat
• Discovery, advice, and whole-picture judgment
• Prospecting, referrals, COI development, and closing
• Collaboration with the CIO and specialists on complex client situations
• Ongoing relationship leadership and implementation accountability

What We Handle

• Portfolio construction, routine trading, and rebalancing
• Compliance and regulatory infrastructure
• Billing, account administration, and operations
• Technology and vendors
• Specialized tax, estate, planning, and portfolio depth

Your week should go to clients and growth - not running infrastructure.

A Modern, AI-Enabled Operating Model

We are actively integrating AI into the work that pulls advisors away from clients - prospect research, meeting preparation, follow-up, content development, investment communication, and other administrative workflows. Every output remains advisor-reviewed and advisor-owned. The objective is simple: use technology to increase the amount of your week that goes to judgment, relationships, and growth.

As a boutique firm, we can adopt useful technology quickly rather than waiting for innovation to work through layers of enterprise process.

A Proprietary Growth Advantage

Through Wealthrive, our integrated tax-strategy firm serving high-earning entrepreneurs and affluent families, we work with clients at exactly the point when tax, business exits, liquidity, investing, estate planning, and family decisions begin to converge.

It is a high-trust ecosystem of qualified relationships that most advisors would spend years trying to build access to.

Bring the relationships you already own into a stronger platform, serve them at a higher level, and then grow beyond your existing network through an ecosystem that is difficult to replicate.

Who We Are Looking For

• Ideally $35M-$100M+ in portable relationships you genuinely own and can move
• Demonstrated history of self-sourcing affluent relationships
• Executive presence with entrepreneurs and high-net-worth families
• Comfort working inside a collaborative CIO-led platform
• Planning depth and the judgment to recognize when specialists should enter
• CFP®, CPA, JD, CFA, CEPA, or equivalent preferred but not required

Economics and Long-Term Opportunity

Compensation is built around net economics, not headline payout alone. The current structure includes flat, permanent payout tiers based on the revenue your transitioned relationships generate, a recoverable transition draw, acquisition incentives, differentiated economics on firm-generated opportunities, and a partnership / equity path for the right advisor.

We provide transition support so you are not absorbing the income gap alone while relationships move. We model the economics against your actual current seat so you can compare what you really keep after real costs.

Confidential inquiries: Senior Advisor Search - [e-mail]