Senior Wealth Advisor — Equity Path + HNW Clients

NPAworldwide; Lutherville (MD); On-site; USD 90,000 - 250,000; Full time

Benefits offered by this job

Health, life and disability insurance

Safe Harbor 401(k) with employer match

Paraplanner and operations support

Professional development support (CFP/

Licensing and ongoing training

Job summary

NPAworldwide is seeking a Senior Financial Advisor in Lutherville, MD to manage a high-net-worth book, deliver comprehensive planning, and drive growth within a fiduciary framework.

The role is non-transactional and emphasizes client relationships, regulatory compliance, and collaboration with paraplanners and operations staff. A path toward minority ownership is available for top performers.

Qualifications

• 5 to 8 years of relevant experience in wealth management, financial planning, investment advisory, or a related field.
• Series 7 and Series 65 or 66 licenses required; Life and Health Insurance licensure is a plus.
• CFP certification or active pursuit toward certification, with completion preferred within the first two years.
• Existing book of business or an established network in the Baltimore area is desirable but not required.
• Proficiency in Excel and CRM systems required; specific experience with eMoney, Zocks, Albridge, or Redtail is a plus, as is familiarity with AI tools and how they can improve workflows and the client experience
• Strong written and verbal communication skills with the ability to explain complex financial strategies in clear, client-friendly language.
• Collaborative, coachable, and passionate about continuous learning while creating long-term value for clients, the firm, and the team.

Responsibilities

• Manage an existing book of high-net-worth clients with investable assets ranging from $150K to $500K+, serving clients under AUM or fee-based advisory relationships.
• Provide holistic financial planning across investments, tax strategy, insurance optimization, retirement, and estate planning.
• Execute financial plans using the firm's planning software and CRM in collaboration with the paraplanner and operations team.
• Actively manage and optimize client portfolios while providing insurance planning solutions as client needs and market conditions evolve.
• Close qualified inbound leads generated through the firm's marketing and content strategy.
• Drive practice growth by building meaningful relationships through personal networking, community involvement, and strategic professional partnerships.
• Contribute to brand development and market presence through networking and community visibility.
• Support specialization in planning areas such as divorce or estate planning based on your interests and firm needs.
• Participate in team development, including mentoring the assigned paraplanner and operations professional.
• Maintain the highest standards of fiduciary responsibility, ethics, and regulatory compliance.

Skills

Wealth management

Financial planning

Investment advisory

Client relationship management

CRM systems

Excel

Communication skills

AI tools for workflows

Education

Series 7 and Series 65/66 licenses

Life and Health Insurance licensure

CFP certification or in progress

Tools

eMoney

Zocks

Albridge

Redtail

CRM software

Job description

NPAworldwide is seeking a Senior Financial Advisor in Lutherville, MD to manage a high-net-worth book, deliver comprehensive planning, and drive growth within a fiduciary framework.

The role is non-transactional and emphasizes client relationships, regulatory compliance, and collaboration with paraplanners and operations staff. A path toward minority ownership is available for top performers.