Senior Wealth Advisor

Company Overview:

They are a SEC-registered investment advisory (RIA) firm advising on over $6 Billion in assets, combining the experience of thier Wall Street heritage with the flexibility and creativity of a boutique firm. Their team is dedicated to delivering sophisticated, personalized financial solutions to ultra high net worth individuals, families, and institutions.

Position Summary:

The Senior Wealth Advisor plays a pivotal role in managing and growing client relationships, delivering comprehensive wealth management strategies, and serving as a trusted advisor to UHNW clients. This individual will lead financial planning efforts, oversee investment strategy implementation, and collaborate with internal and external professionals to address complex financial needs.

Key Responsibilities:

• Serve as the lead advisor for a select group of UHNW clients, providing holistic financial guidance.
• Develop and implement customized financial plans addressing investment management, estate planning, tax optimization, philanthropy, and legacy planning.
• Build deep, long-term relationships with clients and their families, often across multiple generations.
• Collaborate with internal investment, planning, and client service teams to ensure seamless execution of strategies.
• Identify opportunities for new business development through referrals, networking, and strategic partnerships.
• Stay current on market trends, regulatory changes, and financial planning innovations.
• Represent the firm at client meetings, industry events, and thought leadership forums.

Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, or related field; advanced degree (MBA, JD, CFP®, CFA) preferred.
• Minimum of 10-20 years of experience in wealth management or private banking, with a focus on UHNW clients.
• Proven track record of managing complex client relationships and delivering tailored financial solutions.
• Deep understanding of investment strategies, estate planning, tax structures, and philanthropic vehicles.
• Exceptional interpersonal, communication, and presentation skills.
• Ability to lead client meetings and coordinate with attorneys, CPAs, and other professionals.