Senior Wealth Advisor – UHNW Client & Planning Lead

Right Executive Search, LLC; Fairfield (NJ); On-site; USD 175,000 - 250,000; Full time

Job summary

Right Executive Search, LLC is representing a Registered Investment Advisor seeking a Senior Wealth Advisor to manage and deepen relationships with high-net-worth and ultra-high-net-worth clients with sophisticated financial planning needs.

The advisor will serve as the primary Relationship Manager for a growing book of business, supported by a team of CFAs, CIMAs, CFPs, and Series 65-licensed professionals, with a strong pipeline of referrals and no portable book requirement.

Qualifications

• 8+ years of relevant experience in wealth management, private wealth, or financial advisory services.
• Demonstrated experience managing relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
• Strong financial planning expertise and the ability to address complex client needs.
• CFA, CIMA, and/or CPA designation is a significant plus.
• Strong client relationship management, communication, and interpersonal skills.
• Stable career history with a demonstrated record of long-term tenure and professional progression.

Responsibilities

• Serve as the primary Relationship Manager for a growing portfolio of HNW and UHNW clients.
• Develop and maintain trusted, long-term client relationships.
• Deliver comprehensive wealth management and financial planning solutions for clients with complex needs.
• Lead client meetings and proactively identify planning, investment, estate, tax, and wealth management opportunities.
• Partner with a highly credentialed team of CFAs, CIMAs, CFPs, and Series 65-licensed professionals.
• Work with a strong pipeline of prospective and newly referred clients generated through the firm's parent accounting organization.
• Collaborate closely with advisors and internal specialists to deliver an exceptional client experience.
• Contribute to the continued growth and development of the firm and its client relationships.

Skills

Relationship management

Client communication

Interpersonal skills

Financial planning

Education

CFA

CIMA

CPA

Job description

Right Executive Search, LLC is representing a Registered Investment Advisor seeking a Senior Wealth Advisor to manage and deepen relationships with high-net-worth and ultra-high-net-worth clients with sophisticated financial planning needs.

The advisor will serve as the primary Relationship Manager for a growing book of business, supported by a team of CFAs, CIMAs, CFPs, and Series 65-licensed professionals, with a strong pipeline of referrals and no portable book requirement.