Senior Wealth Advisor - Grow a High-Net-Worth Book

Claire Myers Consulting; Madison (WI); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Competitive base salary

Performance incentives

Referral bonuses

Uncapped commissions

Job summary

A financial services firm in Madison, Wisconsin, is seeking a Senior Wealth Advisor to manage existing client relationships and develop new business opportunities. The role requires 7–10+ years in wealth management, preferably with a CFP or extensive trust experience. Advisors will work with high-net-worth clients, utilizing a robust internal referral network and collaborating closely with banking partners. This position offers autonomy and a chance to impact long-term client relationships while benefiting from an established organizational reputation.

Qualifications

• 7–10+ years of wealth management or advisory experience.
• Proven track record with high-net-worth individuals and families.
• Strong collaborative mindset and community commitment.

Responsibilities

• Manage and grow existing client relationships.
• Develop new business through internal referrals.
• Collaborate with portfolio managers on investments.

Skills

Wealth management experience

Business development

Client relationship management

Ethics and community engagement

Education

CFP certification

CTFA or trust administration background

Job description

A financial services firm in Madison, Wisconsin, is seeking a Senior Wealth Advisor to manage existing client relationships and develop new business opportunities. The role requires 7–10+ years in wealth management, preferably with a CFP or extensive trust experience. Advisors will work with high-net-worth clients, utilizing a robust internal referral network and collaborating closely with banking partners. This position offers autonomy and a chance to impact long-term client relationships while benefiting from an established organizational reputation.