Senior Wealth Advisor — Lead Role with Equity Path

Next Level Recruiting, LLC; Phoenix (AZ); Hybrid; USD 180,000 - 320,000; Full time

Benefits offered by this job

Competitive compensation

Incentives

401(k) match

Insurance

CE support

Job summary

Next Level Recruiting, LLC is seeking a Senior Wealth Advisor in the Greater Phoenix Area to serve as lead advisor for high-net-worth clients and families. You will deliver comprehensive planning and collaborate with in-house specialists, leveraging a strong marketing and referral pipeline to grow your book.

The ideal candidate has 8–10+ years of experience, CFP or equivalent licenses, and a growth mindset with team leadership. Hybrid work with remote and local office options is available.

Qualifications

• 8–10+ years of experience serving high-net-worth clients.
• CFP or equivalent licenses/certifications; CPA/CFA a plus.
• Background in RIA, private bank, or wirehouse environments.
• Strong relationship management and planning expertise.
• Leadership and growth mindset; team-first approach.

Responsibilities

• Serve as lead advisor for high-net-worth clients and families.
• Deliver comprehensive planning: retirement, tax, estate, investments, and more.
• Collaborate with in-house specialists (planning, investments, tax, estate, client service).
• Leverage the firm’s marketing, M&A, and referral pipeline to grow your book.
• Lead your client service team and mentor junior staff.
• Contribute to internal initiatives and have a voice in firm direction.
• Hybrid schedule with flexibility to work remotely and from a local office.

Skills

Relationship management

Planning expertise

Leadership

Growth mindset

Team-first approach

Mentoring

Education

CFP or equivalent licenses/certifications

CPA, CFA or other designations

Job description

Next Level Recruiting, LLC is seeking a Senior Wealth Advisor in the Greater Phoenix Area to serve as lead advisor for high-net-worth clients and families. You will deliver comprehensive planning and collaborate with in-house specialists, leveraging a strong marketing and referral pipeline to grow your book.

The ideal candidate has 8–10+ years of experience, CFP or equivalent licenses, and a growth mindset with team leadership. Hybrid work with remote and local office options is available.