Partner, Senior Wealth Advisor

Back to search

Skills

CFP
CFA
Certified Public Accountant
Building Relationships
Investment Strategies
Business Development
Portfolio Management
Presentation Skills
Financial Planning
Wealth Management
Asset Allocation
Estate Planning
Accountability
Communication
Collaboration
Compensation
Investments
Leadership
Recruiting
Accounting
Compliance
Management
Technology
Securities
Fiduciary
Mentoring
Economics
Insurance
Planning
Analysis
Training
Coaching
Business
Finance
Travel
Sales
Tax
Search
RIA

CFP
CFA
Certified Public Accountant
Building Relationships
Investment Strategies
Business Development
Portfolio Management
Presentation Skills
Financial Planning
Wealth Management
Asset Allocation
Estate Planning
Accountability
Communication
Collaboration
Compensation
Investments
Leadership
Recruiting
Accounting
Compliance
Management
Technology
Securities
Fiduciary
Mentoring
Economics
Insurance
Planning
Analysis
Training
Coaching
Business
Finance
Travel
Sales
Tax
Search
RIA

Position Overview

The Partner, Senior Wealth Advisor operates within a client-focused and team-centered environment, supporting region-wide business development and client service efforts. This role emphasizes managing an established client base and organically growing the practice through referrals, while collaborating with a unified in-house team of experts to help clients achieve their financial goals.

Company and Team Context

This position benefits from a dedicated Sales team, allowing advisors to focus exclusively on client relationships. Advisors act as fiduciaries, leveraging advanced knowledge in financial planning and investments alongside superior relationship skills to diagnose client needs and propose tailored solutions. They are supported by a sophisticated technology platform and a team of specialists in portfolio management, financial planning, tax, estate planning, and more.

Work Environment

The role offers a hybrid schedule combining remote work with time in a professional office setting, fostering both flexibility and collaboration.

Key Responsibilities

Lead and develop a high-performing team of Wealth Advisors, fostering collaboration and accountability.
Demonstrate a clear, engaging leadership style that communicates vision and inspires team success.
Drive cultural integration of acquired wealth management practices, ensuring alignment with client values and standards.
Contribute to regional and enterprise leadership through active participation in committees and strategic initiatives.
Serve as a trusted advisor to affluent clients by identifying financial goals, analyzing complex financial landscapes, and delivering tailored recommendations.

Communicate sophisticated financial strategies clearly, leveraging strong interpersonal and relationship-building skills.
Ensure client retention through meaningful, long-term relationships and implementation of comprehensive financial solutions.
Utilize a full suite of services including tax, estate planning, and insurance to deliver holistic wealth management.
Maintain strict adherence to compliance and regulatory standards, upholding commitment to client care.
Act as a fiduciary, prioritizing client interests and outcomes in every decision.

Required Qualifications

5–15 years of relevant experience in roles such as Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, or Certified Public Accountant.
Extensive experience in building relationships, mentoring, and managing Wealth Advisors, including guiding advisors to achieve their potential, fostering a collaborative culture, evaluating performance, recruiting talent, and ensuring clear, consistent communication.

Certified Financial Planner (CFP) designation required; acceptable alternatives include Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
Series 65 license required (or qualifying exemption based on designation and state requirements).

Preferred Qualifications

3–5 years in a lead Advisor role or managing Advisor teams preferred.
Sales aptitude and experience preferred.
Entrepreneurial mindset with a positive, growth-oriented attitude.
Proven leadership in training, coaching, and mentoring junior employees; drives planner development and seeks new leadership opportunities.

Ability to identify process improvements and propose solutions.
Strong understanding of investment strategies and ISG; capable of asset allocation and portfolio analysis.
Ability to travel, when appropriate.

Compensation & Benefits

Base salary range: $170,000 - $210,000 USD, with eligibility for annual bonus and other incentive compensation.
Comprehensive benefits package including medical, dental, and vision coverage.
Company paid basic life and AD&D insurance.
Company paid short-term and long-term disability insurance.
Supplemental life & AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
Multiple medical plan options including High Deductible Health Plans and traditional co-pay plans; Kaiser plans available in California.
Health Savings Account (HSA) with company contributions if enrolled in HDHP medical plans.
Two comprehensive dental plans and vision insurance plan.
Dependent Care Savings Account for child and dependent care.

14 company paid holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days.
Employee Assistance Plan and Family Medical Leave.
Paid parental leave (8 weeks) and maternity benefits combining company paid STD and parental leave.
Adoption Assistance Reimbursement Program.
Company paid concierge services for caring needs related to aging parents, children, and life challenges.
401(k) retirement plan with traditional and Roth options, per pay period match, and after-tax option.
Pet insurance.