Skip to main content
Tallo logoTallo logo
Apply for this opportunity

This job application is on an outside website. Be sure to review the job posting there to verify it's the same.

Apply Offsite

SENIOR WEALTH ADVISOR MANAGER

Job

Ai-Blockchain

Scottsdale, AZ (In Person)

Full-Time

Posted 6 days ago (Updated 4 days ago) • Actively hiring

Expires 7/18/2026

Review key factors to help you decide if the role fits your goals.
How is this calculated?
Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
78
out of 100
Average of individual scores

Were these scores useful?

Skill Insights

Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.

Job Description

SENIOR WEALTH ADVISOR MANAGER
Ai-Blockchain Scottsdale, AZ Job Details Full-time $150,000 - $950,000 a year 1 hour ago Qualifications Business development management Public accounting Business development Securities law Business development within finance Banking Senior leadership Full Job Description Overview We are seeking a dynamic and experienced Senior Wealth Advisor Manager to lead our wealth management team in delivering comprehensive financial solutions to high-net-worth clients. This pivotal role combines strategic oversight with hands-on client engagement, ensuring tailored wealth management strategies that align with clients' goals and regulatory standards. As a senior leader, you will drive growth, foster client relationships, and uphold the highest standards of financial expertise and integrity. Your expertise in estate planning, investment management, and financial analysis will be instrumental in shaping our clients' financial futures and enhancing our firm's reputation for excellence. Duties Lead and manage a team of wealth advisors to deliver exceptional client service and achieve business growth objectives Develop personalized wealth management strategies incorporating estate planning, tax optimization, and investment management tailored to high-net-worth individuals Conduct comprehensive financial analysis to assess clients' current financial positions, risk tolerance, and future goals Oversee the creation and implementation of estate plans, wills, trusts, and other legal structures in compliance with securities law and estate law regulations Provide expert guidance on securities law, tax strategies, and financial software tools to optimize client portfolios Cultivate strong client relationships through proactive communication, regular reviews, and tailored financial advice Collaborate with legal, accounting, and banking professionals to ensure cohesive wealth management solutions Stay current on industry trends, regulatory changes, and new financial products to maintain a competitive edge in asset management and investment strategies Experience Extensive experience in wealth management or private banking with a proven track record of managing high-net-worth portfolios Deep knowledge of estate planning, wills, trusts & estate law, securities law, tax experience, and financial concepts Strong background in financial analysis, investment management, cash management, and portfolio management, must show trailing twelve month business development pipeline of existing or previous book of clients Familiarity with public accounting practices and technical accounting principles relevant to wealth advisory services Join us as a Senior Wealth Advisor Manager where your expertise will empower clients to achieve their financial aspirations while advancing your career within a vibrant team committed to excellence. We value innovation, integrity, and dedication—qualities that will help you thrive in this influential role.
Pay:
$150,000.00 - $950,000.00 per year
Work Location:
In person