Senior Wealth Advisor for UHNW Client Relationships

Right Executive Search, LLC; Fairfield (NJ); On-site; USD 175,000 - 250,000; Full time

Job summary

Right Executive Search, LLC is seeking an experienced Senior Wealth Advisor to manage and deepen relationships with high-net-worth and ultra-high-net-worth clients. You will act as the primary Relationship Manager and work with a team of CFAs, CIMAs, CFPs, and Series 65 professionals to deliver comprehensive wealth management and planning.

You will lead client meetings, identify planning, investment, estate, tax opportunities, and leverage referrals.

Qualifications

• 8+ years of wealth management or private wealth experience.
• Strong ability to manage relationships with HNW/UHNW clients.
• Proven financial planning expertise and complex client needs handling.

Responsibilities

• Serve as the primary Relationship Manager for a growing HNW/UHNW book
• Develop and maintain trusted client relationships
• Deliver comprehensive wealth management and planning solutions
• Lead client meetings and identify planning, investment, estate, tax opportunities
• Collaborate with CFAs, CIMAs, CFPs, and Series 65 licensed professionals
• Leverage referrals and firm resources to grow client base
• Ensure exceptional client experience in coordination with internal specialists
• Support firm growth and client relationship development

Skills

Relationship management

Financial planning

Wealth management

Communication

Education

CFA designation

CIMA designation

CPA designation

Job description

Right Executive Search, LLC is seeking an experienced Senior Wealth Advisor to manage and deepen relationships with high-net-worth and ultra-high-net-worth clients. You will act as the primary Relationship Manager and work with a team of CFAs, CIMAs, CFPs, and Series 65 professionals to deliver comprehensive wealth management and planning.

You will lead client meetings, identify planning, investment, estate, tax opportunities, and leverage referrals.