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Posted 9 months ago
Requirements and responsibilities
We are seeking a Senior Wealth Advisor to join our boutique, high-touch investment advisory firm focused on serving ultra-high-net-worth individuals. This role is ideal for a seasoned advisor with a strong client-first ethos and a long-term commitment to excellence. With our target clientele holding two million U.S. dollars ($2,000,000) or more in investable assets, we’re looking for someone who can both advise and attract clients in this niche segment.
Key Responsibilities:
- Provide holistic, tailored wealth management strategies to high-net-worth clients.
- Build and deepen relationships through proactive, consultative financial planning.
- Manage client portfolios with a disciplined investment philosophy.
- Collaborate closely with internal investment and planning teams to deliver consistent results.
- Drive business development through referrals, networking, and client retention strategies.
- Maintain impeccable compliance standards and ethical conduct.
Ideal Candidate:
- Five (5) or more years of experience as a financial advisor or wealth manager.
- Proven ability to serve clients with two million U.S. dollars ($2,000,000) or more in investable assets.
- A transferable book of business is highly preferred but not required.
- FINRA Series 65 or equivalent, and relevant state registrations.
- CFP® designation or strong progress toward certification is a plus.
- Driven by client success, not just transactions—seeking a long-term home.
Compensation & Growth:
- Base salary of approximately one hundred thousand U.S. dollars ($90,000).
- Lucrative variable compensation based on client revenue contribution.
- Direct revenue share for any new clients brought in.
- Unlimited long-term earnings potential with equity-style upside.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)