Senior Wealth Advisor: Lead High-Net-Worth Planning

Mariner; Reno (NV); On-site; USD 120,000 - 190,000; Full time

Job summary

A financial services firm is seeking a Senior Wealth Advisor to lead a wealth management team in creating tailored wealth plans for high net worth clients. The ideal candidate will possess over 10 years of relevant experience, a Bachelor’s degree, and designations such as Series 65, CFP or CFA. Responsibilities include managing client relationships, collaborating with teams, and mentoring junior associates. Candidates should have exceptional interpersonal skills, attention to detail, and a commitment to professional growth. This position supports work-life balance and fosters career development.

Qualifications

• 10+ years’ experience in financial planning, accounting, or legal environments.
• Series 65, CFP or CFA required.
• Experience working with high net worth clients.

Responsibilities

• Cultivate and retain client relationships with demonstrated expertise.
• Lead client meetings throughout the wealth planning cycle.
• Prepare comprehensive wealth management advice for clients.
• Collaborate to build new client relationships.
• Commit to continuous education and team development.
• Mentor associates in the wealth advisory team.

Skills

Wealth management experience

Interpersonal skills

Relationship management

Communication skills

Organizational skills

Attention to detail

Education

Bachelor’s degree

Tools

eMoney

MoneyGuide Pro

Job description

A financial services firm is seeking a Senior Wealth Advisor to lead a wealth management team in creating tailored wealth plans for high net worth clients. The ideal candidate will possess over 10 years of relevant experience, a Bachelor’s degree, and designations such as Series 65, CFP or CFA. Responsibilities include managing client relationships, collaborating with teams, and mentoring junior associates. Candidates should have exceptional interpersonal skills, attention to detail, and a commitment to professional growth. This position supports work-life balance and fosters career development.