Senior Wealth Advisor

Job Description
We are currently seeking experienced Wealth Advisors to join our client in various locations nationwide. Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join our clients leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
Access to leading custodian retail refer...