Senior Wealth Advisor

Description We are looking for an experienced Senior Wealth Advisor to serve clients by delivering thoughtful guidance across investments, planning, and overall wealth strategy. This role is suited for an experienced, detail-oriented individual who can build trusted relationships, translate complex financial matters into clear recommendations, and help clients make informed decisions aligned with their goals. The ideal candidate will combine strong advisory judgment with hands-on account oversight and a high standard of client service.

Responsibilities:
• Guide complex client relationships independently while also partnering with fellow advisors to deliver coordinated wealth management support.
• Evaluate each client’s financial position, goals, and comfort with risk in order to recommend tailored portfolio allocations and planning strategies.
• Carry out investment and planning activities such as portfolio rebalancing, cash transfers, distribution planning, tax-aware...