Senior Wealth Advisor

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. The 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
• History of meeting or exceeding revenue targets

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