Senior Wealth Strategy Advisor

Procisive; Del Mar (CA); On-site; USD 150,000 - 300,000; Full time

Job summary

Procisive in the United States seeks a Sr. Wealth Manager to lead high-net-worth client relationships and deliver comprehensive advice across financial, investment, tax, estate, and long-term planning.

This role requires sound judgment, strong client presence, and accountability for client outcomes. Advisors collaborate with leadership and investment professionals to deliver a consistent, high-quality client experience.

Qualifications

• 8+ years of wealth management or financial advisory experience.
• Experience advising high-net-worth clients.
• Strong knowledge of financial planning, tax and estate structures.
• Ability to communicate with sophisticated clients and drive growth.

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
• Identify risks and opportunities and provide actionable 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 support junior professionals
• Operate within the firm's advisory model with focus on execution

Skills

Wealth management

Client relationship management

Financial planning

Education

CFP

CFA

CPA

MBA

JD

Job description

Procisive in the United States seeks a Sr. Wealth Manager to lead high-net-worth client relationships and deliver comprehensive advice across financial, investment, tax, estate, and long-term planning.

This role requires sound judgment, strong client presence, and accountability for client outcomes. Advisors collaborate with leadership and investment professionals to deliver a consistent, high-quality client experience.