Senior Wealth Manager

Procisive; Del Mar (CA); On-site; USD 180,000 - 290,000; Full time

Job summary

Procisive is seeking a Senior Wealth Manager to lead high-net-worth client relationships and deliver comprehensive advice across financial, investment, tax, estate, and long-term planning.

The role requires sound judgment, strong client presence, and accountability for outcomes, with a focus on growth through referrals and collaboration with leadership and investment professionals.

Qualifications

• 8+ years in wealth management or financial advisory.
• Experience advising high-net-worth clients.
• CFP certification required; CFA, CPA, MBA or JD preferred.
• Existing book of business valued but not required.
• Strong understanding of financial planning, tax, estate structures and portfolio strategy.
• Ability to communicate effectively with sophisticated clients.
• Experience contributing to client growth or business development.
• Ability to operate independently with sound judgment and focus.

Responsibilities

• Be fully accountable for client relationships, including advice, communication, and outcomes.
• Lead the development and delivery of integrated wealth strategies.
• Advise on portfolios and financial decisions tied to client assets.
• Conduct client and prospective client meetings with clarity and confidence.
• Support existing client relationships and increase responsibility as capability grows.
• Identify risks and opportunities across client situations and provide guidance.
• Work with internal team members and external advisors to implement strategies.
• Contribute to client growth through relationship expansion and new client development.
• Provide leadership within the advisory team and mentor junior professionals.
• Operate within the firm's advisory model and team structure with a focus on execution.

Education

CFP

CFA

CPA

MBA

JD

Job description

We're looking for Sr. Wealth Managers who want to focus on what they do best: helping clients make better decisions.

Position Overview

The Wealth Manager is responsible for leading high-net-worth client relationships and delivering comprehensive advice across financial, investment, tax, estate, and long-term planning.

This role requires sound judgment, strong client presence, and the ability to operate with full accountability for client outcomes. Advisors in this role work closely with leadership and investment professionals to deliver a consistent, high-quality client experience.

In addition to client advisory responsibilities, this role is expected to contribute to the firm's growth by closing high-net-worth client opportunities and developing new relationships through referrals.

This role is suited for individuals who want to operate at a high level within a collaborative, client-focused advisory environment.

Principal Duties and Responsibilities

• Be fully accountable for client relationships, including advice, communication, and outcomes
• Lead the development and delivery of integrated wealth strategies
• Advise on portfolios and financial decisions tied to client assets
• Conduct client and prospective client meetings with clarity and confidence
• There is an opportunity to step into and support existing client relationships early, with increasing responsibility and ownership based on demonstrated capability and fit
• Identify risks and opportunities across client situations and provide clear, actionable guidance
• Work closely with internal team members and external advisors (CPAs, attorneys) to implement strategies
• Contribute to client growth through relationship expansion and new client development
• Provide leadership within the advisory team and support the development of junior professionals
• Operate within the firm's advisory model and team structure with a focus on execution and follow-through

Position Requirements

• 8+ years of experience in wealth management or financial advisory
• Experience advising high-net-worth clients
• CFP required; additional credentials (CFA, CPA, MBA, JD) preferred
• Existing book of business is valued but not required
• Strong understanding of financial planning, tax, estate structures, and portfolio strategy
• Ability to communicate effectively with sophisticated clients
• Experience contributing to client growth or business development
• Ability to operate independently with sound judgment and focus