Senior Wealth Advisor

21 hours ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Next Level Recruiting, LLCTalent Acquisition & Porting Books @ NLR | Private Wealth | Family Office | Multi Family Office/RIA | Wealth Management | Investment Banking |… Overview (Greater Phoenix Area)Our client is a nationally recognized, independent RIA with over $40B+ in AUM and a growing presence across 30+ states. The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership.They are seeking experienced Senior Wealth Advisors to join their team in key regions. This is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to partnership and potential equity .The RoleServe as lead advisor for high-net-worth clients and familiesDeliver comprehensive planning: retirement, tax, estate, investments, and moreCollaborate with in-house specialists (planning, investments, tax, estate, client service)Leverage the firm's marketing, M&A, and referral pipeline to grow your bookLead your client service team and mentor junior staffContribute to internal initiatives and have a voice in firm directionHybrid schedule with flexibility to work remotely and from a local officeIdeal Background8–10+ years of experience serving high-net-worth clientsCFP or equivalent licenses/certifications; CPA, CFA, or other designations a plusBackground in RIA, private bank, or wirehouse environmentsStrong relationship management and planning expertiseLeadership and growth mindset; team-first approachPortable book not required however would be a plus & easy transition to platform, ability to build/grow relationships is keyWhy This Platform Stands OutTeam Infrastructure: Advisors are supported by dedicated planners, client service managers, portfolio specialists, and opsGrowth Engine: Robust inbound lead channels, marketing support, and business development teamFull-Service Platform: In-house tax, estate, trust, and investment solutions for true holistic adviceDefined Partnership Track: Transparent path to equity and leadership for high-performing advisorsAdvisor-Centric Culture: Entrepreneurial, collaborative, and built for long-term advisor successCompensation & Benefits: Competitive comp + incentives, 401(k) match, insurance, CE support, and moreThis is a rare opportunity to grow your practice with real support, earn your place in a national platform, and focus on what you do best: serving clients.Seniority level Seniority level Mid-Senior levelEmployment type Employment type Full-timeJob function Job function Finance, Business Development, and SalesIndustries Financial Services, Investment Management, and Investment AdviceReferrals increase your chances of interviewing at Next Level Recruiting, LLC by 2xInferred from the description for this job Medical insuranceVision insurance401(k)Paid maternity leaveChild care supportPaid paternity leaveStudent loan assistanceDisability insuranceTuition assistanceGet notified when a new job is posted.Sign in to set job alerts for “Wealth Management Advisor” roles. Phoenix, AZ $75,000.00-$90,000.00 1 day agoScottsdale, AZ $70,000.00-$80,000.00 3 days agoPhoenix, AZ $90,000.00-$100,000.00 2 weeks agoScottsdale, AZ $90,000.00-$125,000.00 4 weeks agoPhoenix, AZ $150,000.00-$200,000.00 1 day agoWealth Management Advisor - Uptown Phoenix Phoenix, AZ $65,000.00-$78,000.00 2 weeks agoGilbert, AZ $75,000.00-$200,000.00 3 weeks agoWealth Management Advisor - Uptown Phoenix Scottsdale, AZ $65,000.00-$78,000.00 2 weeks agoPhoenix, AZ $65,000.00-$78,000.00 1 week agoWealth Management Advisor - Uptown Phoenix Glendale, AZ $65,000.00-$78,000.00 2 weeks agoWealth Advisor Business Development, Ultra-High Net Worth Phoenix, AZ $118,527.00-$177,790.00 1 week agoScottsdale, AZ $126,820.00-$149,200.00 1 day agoWe're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr