Senior Wealth Advisor — Path to Equity Ownership

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

Benefits offered by this job

Equity ownership potential

Job summary

Right Executive Search, LLC is seeking a Senior Wealth Advisor to manage a book of high-net-worth clients and deliver comprehensive planning services. This fiduciary-first firm operates on an independent wealth management model with a defined path toward minority equity ownership for high performers.

Role focuses on holistic financial planning, client relationship management, and collaboration with paraplanners and operations staff to drive growth and client outcomes in the Baltimore region.

Qualifications

• 5–8 years of experience in wealth management, financial planning or related field.
• Series 7 and Series 65 or Series 66 licenses required; Life and Health Insurance licensure is a plus.
• CFP certification or active pursuit toward certification with completion preferred within first two years.
• Existing book of business or established Baltimore area network desirable but not required.
• Proficiency in Excel and CRM systems; experience with eMoney, Zocks, Albridge, or Redtail a plus; comfort with AI tools.
• Strong written and verbal communication; ability to explain complex financial strategies clearly.
• Holistic, client-centered relationship building with fiduciary focus.
• Entrepreneurial mindset with passion for building a practice and ongoing learning.

Responsibilities

• Manage an existing book of high-net-worth clients with investable assets $150K–$500K+ under AUM or fee-based advisory relationships.
• Provide holistic financial planning across investments, tax, insurance, retirement, and estate planning.
• Execute financial plans using planning software and CRM with paraplanner and operations support.
• Manage portfolios and advise on insurance planning as client needs evolve.
• Close qualified inbound leads generated through firm marketing and content strategy.
• Grow the practice through networking, community involvement, and strategic partnerships.
• Contribute to brand development and market presence through networking and visibility.
• Support planning specialization areas such as divorce or estate planning as needed.
• Mentor assigned paraplanner and operations professional; participate in team development.
• Uphold fiduciary standards and regulatory compliance.

Skills

Relationship management

Financial planning

Communication

Networking

Mentoring

Education

CFP certification in progress

Series 7/65/66 licenses

Tools

eMoney

Zocks

Albridge

Redtail

Excel

CRM systems

Job description

Right Executive Search, LLC is seeking a Senior Wealth Advisor to manage a book of high-net-worth clients and deliver comprehensive planning services. This fiduciary-first firm operates on an independent wealth management model with a defined path toward minority equity ownership for high performers.

Role focuses on holistic financial planning, client relationship management, and collaboration with paraplanners and operations staff to drive growth and client outcomes in the Baltimore region.