Senior Wealth Advisor
About The Position
We're hiring a seasoned financial advisor and entrepreneur who wants to focus 100% on what they do best: growing relationships, closing business, and delivering exceptional wealth management services. You'll lead growth in our wealth management division, bringing your experience, sales expertise, and client-first approach to expand our market presence. Our comprehensive back-office infrastructure handles operations, compliance coordination, administration, and support functions—freeing you to concentrate exclusively on revenue-generating activities and client service. This role offers the autonomy of entrepreneurship with the leverage of institutional support, allowing you to maximize your strengths in business development and client relationships.
Requirements
- 10-15 years as a financial advisor or wealth manager
- Minimum 5-10 years managing your own investment advisory practice
- Demonstrated success in business development and client acquisition
- Experience building scalable processes (even if you don't want to run them anymore)
- History of meeting or exceeding revenue targets
- Series 7 (required)
- Series 65 or 66 (required)
- State insurance licenses (required)
- Self-motivated and self-managing - you don't need supervision
- Strong sales and marketing skills
- Excellent relationship-building abilities
- Strategic thinking with execution focus
- Comfortable with technology and CRM systems
- Strong communication skills (verbal and written)
- Entrepreneurial mindset
Nice To Haves
- CFP, ChFC, or similar designation (strongly preferred)
- Bachelor's degree (preferred)
Responsibilities
- Drive new client acquisition through sales and marketing initiatives
- Deliver comprehensive financial planning and investment services
- Build and maintain high-value client relationships
- Develop and execute growth strategies for the wealth management division
- Collaborate with retirement plan advisors for cross-selling opportunities
- Represent the firm at networking events and in the community
- Mentor junior advisors (as the team grows)
Benefits
- Medical insurance
- HSA with match
- Vision
- Dental
- 401(k) with company match
- Company-paid STD, life insurance, and parental leave
- Full back-office and administrative support
- Collaborative team environment
- Professional development opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
