Senior Wealth Advisor: High-Net-Worth Growth & Equity Path

Right Executive Search, LLC; Lutherville (MD); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Equity ownership path

Health, life, and disability insurance

Safe Harbor 401(k) with employer match

Paraplanner and operations support

Professional development & CFP support

Job summary

Right Executive Search, LLC seeks a Senior Financial Advisor to manage a high-net-worth client book and deliver comprehensive wealth planning. You will work within a fiduciary framework, coordinating with a paraplanner and operations team to execute plans and drive client outcomes.

The role emphasizes relationship-driven service, regulatory compliance, and ongoing professional development with an opportunity for minority equity ownership based on performance and fit.

Qualifications

• 5–8 years of experience in wealth management or financial planning.
• Series 7 and Series 65 or 66 licenses required; Life/Health licensure a plus.
• CFP certification or active pursuit is preferred and expected within two years.

Responsibilities

• Manage an existing book of high-net-worth clients (AUM $150K–$500K+) and advise across investments, taxes, retirement, and estate planning.
• Collaborate with paraplanner and operations to implement financial plans.
• Grow practice through networking, partnerships, and client referrals.
• Mentor paraplanner and operations staff to support client service and firm standards.
• Maintain fiduciary responsibilities and regulatory compliance.

Skills

Relationship management

Communication

Entrepreneurial mindset

Networking

Team collaboration

CRM proficiency

Financial planning

Education

CFP certification or pursuing

Series 7/65/66 licenses

Life & Health Insurance licensure

Tools

eMoney

Zocks

Albridge

Redtail CRM

Excel

Job description

Right Executive Search, LLC seeks a Senior Financial Advisor to manage a high-net-worth client book and deliver comprehensive wealth planning. You will work within a fiduciary framework, coordinating with a paraplanner and operations team to execute plans and drive client outcomes.

The role emphasizes relationship-driven service, regulatory compliance, and ongoing professional development with an opportunity for minority equity ownership based on performance and fit.