Senior Wealth Manager

Leah Yosef International; United States; On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation package

Discretionary bonuses

Strong career path

Job summary

An independent wealth advisory firm in the United States seeks a Lead Financial Advisor to manage relationships and advise high net worth clients on comprehensive wealth planning and investment management. The role offers excellent mentorship, competitive compensation, and opportunities for career growth into higher-level clientele. Candidates should have over 2 years of experience and advanced industry designations such as CFP or CPA.

Qualifications

• 2+ years of experience as the lead advisor.
• Advanced designations such as CFP, CPWA, or similar are strongly preferred.

Responsibilities

• Advise high net worth clientele on wealth planning.
• Opportunity for career growth into higher level clientele.
• Foster a collaborative office environment.
• Collaborate in a collegial, client‑facing team environment.

Skills

Client relationship management

Wealth planning

Investment management

Communication

Education

CFP, CPWA, CHFC, PFS, JD or CPA

CPWA

CHFC

PFS

JD

CPA

Job description

Independent Wealth Advisory Firm seeks a Lead Financial Advisor to manage relationships in an ensemble fee‑based practice as part of succession planning for a retiring partner.

2 days ago Be among the first 25 applicants

Responsibilities

• Advise high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance
• Opportunity for career growth into higher level clientele (10M+) with excellent mentorship and training
• Collegial office environment that thrives on collaboration and communication
• Competitive compensation package including significant base salary, discretionary bonuses and strong career path

Qualifications

• 2+ years of experience as the lead advisor
• Advanced industry leading designations such as CFP, CPWA, CHFC, PFS, JD or CPA strongly preferred