Position Summary:

We are seeking an experienced Senior Wealth Advisor with an established book of affluent/HNW client relationships. This role is ideal for an advisor who wants to focus on client relationships, strategic wealth planning, business development, and high-level advisory while leveraging strong investment, tax, estate, planning, operations, compliance, and technology support.

Key Responsibilities:

Manage and grow existing HNW client relationships . Serve as the primary strategic advisor for clients across investments, tax, estate planning, liquidity, business, and family wealth matters. Develop new business through prospecting, referrals, networking, and centers of influence (COIs) . Self-source and convert affluent/high-net-worth prospects. Collaborate with investment, tax, estate, legal, and planning specialists. Lead client discovery, financial planning discussions, recommendations, and ongoing relationship management. Maintain accountability for client service and implementation.

Requirements:

Established and portable client relationships , ideally representing $35M-$100M+ in relationships/assets. Proven track record of self-sourcing affluent/HNW clients . Strong experience working with entrepreneurs, business owners, and high-net-worth families . Strong executive presence, communication, and relationship-building skills. Broad knowledge of wealth management and financial planning . Ability to work collaboratively with investment and professional specialists. Entrepreneurial, growth-oriented, and client-focused mindset.

Preferred Qualifications:

CFP®, CPA, CFA, JD, CEPA , or equivalent wealth management/advisory credentials or experience preferred but not required.

Work Location:

In person