Job Details

Senior Wealth AdvisorAbout the CompanyProminent independent investment management firmIndustryFinancial ServicesTypePrivately HeldAbout the RoleThe Company is in search of a Senior Wealth Advisor to take on a leadership role, providing guidance to a local team of Wealth Advisors and managing existing client relationships. The successful candidate will be responsible for all aspects of holistic wealth planning, with a focus on high net worth and ultra-high net worth clientele. This includes estate planning, wealth management, tax planning, cross-border estate planning, intergenerational wealth planning, executive compensation, and philanthropic advisory. The role also involves leading the team in the continued expansion of the region, particularly in closing custodial channel leads.Applicants for the Senior Wealth Advisor position at the company should be well-versed in RIA custodial referral programs and have a strong background in process-oriented, GIPS-compliant investment strategies. The ideal candidate will have a proven track record of success in the industry, with the ability to infuse inspiration into the team's culture and a clear focus on long-term succession planning and growth initiatives. The role offers a competitive compensation package, including a significant base salary, performance and profit-based bonuses, and business development incentives. A clear path to equity is also part of the package, reflecting the company's commitment to the professional development and success of its team members.Travel PercentLess than 10%FunctionsFinance