Senior Wealth Manager

Leah Yosef International; United States; On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Strong work-life balance

Opportunities for professional growth

Collaborative team environment

Job summary

A leading financial advisory firm in the United States is seeking a Senior Wealth Advisor to build and manage client relationships while providing comprehensive financial planning and asset management services. This full-time role requires a CFP certification along with significant experience in wealth management. A forward-thinking culture that values teamwork and socially responsible investing underpins the firm's philosophy. The position offers a compensation package starting at $200,000, emphasizing professional growth and equity opportunities.

Qualifications

• 10+ years of wealth management experience required.
• 5+ years as a lead advisor necessary.
• Strong teamwork and collaboration skills essential.

Responsibilities

• Develop and maintain client relationships.
• Provide comprehensive financial planning services.
• Collaborate with team members to enhance business development.

Skills

Client relationship management

Financial planning expertise

Socially responsible investing

Education

CFP certification

Job description

Dynamic 600M+ AUM RIA seeks a Senior Wealth Advisor who is passionate about developing client relationships to provide comprehensive financial planning and asset management.

Not a sales role; no portable book of business required.

• Forward thinking culture dedicated to challenging the status quo with new ideas
• Strong culture of teamwork, work life balance and personal and professional growth
• Deep commitment to socially responsible investing (ESG), integrated throughout the firm’s investment philosophy and client offerings

The Opportunity

• The Firm has a track record of retaining and developing talent; clear track towards partnership and equity
• Serve as a Senior Wealth Advisor in an ensemble practice with collaborative approach to business development and client service
• Opportunity to make an impact through high touch relationship management and financial planning expertise
• $200,000+ compensation package

Requirements

• CFP required as well as 10+ years wealth management experience and 5+ years lead advisor experience

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Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance, Business Development, and Accounting/Auditing
• Financial Services, Banking, and Investment Advice