Senior Wealth Advisor, Practice Lead (Wealth Management)

TL;DR

Senior Wealth Advisor, Practice Lead (Wealth Management): Managing high-net-worth client portfolios and providing strategic financial advice with an accent on asset retention and personalized wealth growth. Focus on delivering holistic financial planning, coordinating advisory teams, and implementing complex investment strategies.

Location: Remote (Must be authorized to work in the U.S.; no sponsorship provided)

Salary: $87,400 - $123,400

Company

Financial services company focused on transforming financial lives through advice, people, and technology.

What you will do

• Lead a dedicated client practice team including a Wealth Advisor and Client Experience Specialist to manage a book of Premier and Brokerage clients.
• Deliver personalized financial advice and investment education through video conferences, phone, email, and in-person meetings.
• Retain and grow assets under management (AUM) by building long-term trust and delivering a first-class client experience.
• Guide clients through portfolio strategies and holistic financial planning, including retirement income, tax-efficient savings, and education planning.
• Coordinate with internal stakeholders and Planning Specialists to resolve complex client needs.
• Model leadership by delegating, coaching, and developing colleagues within the client team to enhance performance.

Requirements

• Must be authorized to work for any employer in the U.S. (No visa sponsorship available, including CPT/OPT).
• Bachelor's Degree in Business or a related discipline.
• 4+ years of professional experience in financial services and client experience.
• Active FINRA Series 7, 63, and 65 registrations.
• Advanced knowledge of wealth management, tax optimization, and estate planning.
• Proven ability to analyze and present investment portfolios to high-net-worth clients.

Nice to have

• CFP (Certified Financial Planner) certification.
• Prior experience as a high-performing Financial Advisor serving Premier/Brokerage clients.

Culture & Benefits

• 401(k) plan with generous company matching contributions (up to 6%).
• Comprehensive medical, dental, vision, and life insurance.
• Generous paid time off, including 10 company holidays and 3 floating holidays.
• Tuition reimbursement up to $5,250 per year.
• Paid parental leave, short- and long-term disability, and FMLA.
• 16 hours of paid volunteer time per calendar year.