Senior Wealth Advisor (On-Site)
What You’ll Do
- Build and manage client relationships (new + existing)
- Lead client meetings and present recommendations
- Support financial planning and portfolio management
- Collaborate with team and Investment Committee
- Maintain systems knowledge and stay current on regulations
- Improve processes and contribute to team strategy
What You Bring
- Bachelor’s degree
- 7+ years in financial planning/investment management
- Strong regulatory history and industry reputation
Preferred
- Proficiency with Envestnet/Tamarac, Junxure, and Microsoft Office
- Securities 65 or 66 license
What Sets You Apart
- Experience managing complex client relationships
- Strong communication and presentation skills
- Proven client acquisition and service experience
- Critical thinker with strong organization and attention to detail
- Team-oriented, self-starter mindset
- Knowledge of RIA/wealth management operations
Compensation
- Salary range: $121,265 - $170,000 (plus eligibility for variable compensation)
- Final offer based on location, experience, skills, licensure, and business need
- Commitment to fair and equitable pay practices
Benefits
- Medical, dental, vision, life, disability
- 401(k) with match
- HSA and FSA options
Work-Life & Wellness
- Flexible PTO + 10 holidays
- Monthly wellness reimbursement
Growth & Development
- Learning platform + credential support
- Ongoing development resources
Remote Support
- $150 annual WFH allowance
- Tech provided
Culture
- Award-winning workplace
- Strong focus on collaboration and inclusion
Equal Opportunity Employer
REDW values diversity and is committed to equal opportunity in the workplace. We do not discriminate based on race, color, religion, gender, national origin, age, disability, sexual orientation, or any other protected status.
If you require a reasonable accommodation during the hiring process, please email us at
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