Senior Vice President, Lead Wealth Advisor

Senior Vice President, Lead Wealth Advisor

About the Company

Nationally recognized wealth management and retirement advisory firm serving individuals and institutions.

Industry
Financial Services

Type
Privately Held

About the Role

The Company is seeking an SVP, Lead Wealth Advisor to join their team. The successful candidate will have the opportunity to step into an established client base of high-net-worth and ultra-high-net-worth clients, with a focus on delivering comprehensive wealth management solutions. This role is ideal for a polished advisor with over 10 years of experience in leading client relationships, particularly in the areas of financial, tax, estate, charitable, and retirement planning. The company values deep planning over product sales and is looking for a relationship-driven individual who can provide personalized, sophisticated planning recommendations and is adept at building trust with clients.Key responsibilities for the SVP, Lead Wealth Advisor include serving as a trusted advisor, taking ownership of the client base, and leading a team to deliver integrated planning solutions. The role also involves monitoring portfolio performance, guiding clients through financial decisions, and expanding relationships through referrals and strategic networking. The ideal candidate will have a CFP® designation or other advanced wealth management credential, a Bachelor's degree in a related field, and a strong understanding of investment management, retirement planning, tax planning, estate strategies, and complex financial planning concepts. An entrepreneurial mindset and a desire to grow the practice are essential, as is the ability to work closely with a collaborative team and partner with experienced professionals across various financial services.

Functions

• Finance