Senior Wealth Advisor

We're working on behalf of a respected wealth management firm seeking a Senior Wealth Adviso r ready to make a meaningful impact for high-net-worth clients. If you thrive in client-focused roles, enjoy building trusted relationships, and have a strong background in complex financial planning, this opportunity could be your next rewarding chapter. Join a growing team that values personalized service and long-term success, where your expertise will directly influence clients' financial futures.
Key Qualifications:

• Over 10 years of advisory experience within the investment industry
• CFP designation required; CPA is a plus
• Active Series 65 license or equivalent
• Exceptional interpersonal skills and a client-centric approach
• Proficiency with financial planning software and office programs
• Strong organizational abilities and a growth mindset

Main Responsibilities:

• Lead comprehensive client meetings, providing tailored financial solutions
• Manage and deepen relationships with a robust book of high-net-worth clients
• Conduct complex planning in areas such as estate, tax, and retirement strategies
• Mentor junior advisors and contribute to team development
• Identify new business opportunities and support firm growth initiatives
• Collaborate with colleagues to improve onboarding, review processes, and service delivery
• Stay current on industry trends to refine advisory techniques

Perks & Benefits:

• Competitive salary with flexible options based on experience and client books
• 3% 401(k) matching
• Flexible PTO, typically including an annual close around the holidays

If you're driven to provide outstanding service and eager to play a vital role in a thriving, client-focused environment, we want to hear from you. Take the next step in your career by applying today!
Not ready to apply yet? Contact a professional recruiter at or for a confidential conversation about your career goals. With decades of industry experience, JFC Global, the largest locally owned and operated niche recruiting company, has built well-established relationships with hiring managers and HR professionals in our area. JFC Global has received a 9.6 NPS rating from the professionals we work with and pride ourselves on operating with the highest ethics and integrity within the recruiting industry. We look forward to putting our local connections to work for you! Direct W2 only EOE.