Senior Wealth Manager

Senior Wealth Advisor | Growing Wealth Management Practice Apply below after reading through all the details and supporting information regarding this job opportunity. I’m partnering with a highly respected national public accounting and advisory firm that is seeking an experienced Senior Wealth Advisor to join its growing Wealth Management practice. This is an outstanding opportunity for a seasoned wealth management professional who enjoys advising high-net-worth and ultra-high-net-worth individuals, families, trusts, and family entities while working within the resources and collaborative environment of a leading professional services firm. What makes this opportunity stand out? • Growing Wealth Management practice within a nationally recognized public accounting and advisory firm • Opportunity to advise HNW and UHNW individuals, families, trusts, and family entities • Serve as a trusted advisor and primary point of contact for key client relationships • Work collaboratively with professionals across the firm to provide comprehensive solutions to clients • Significant opportunity to expand and deepen existing client relationships • Work closely with firm leadership and play an integral role in the continued growth of the practice • Mentor and develop talented professionals • Collaborative, relationship-driven culture with a strong emphasis on integrity and exceptional client service Key Responsibilities: • Develop, maintain, and expand relationships with HNW and UHNW clients • Provide ongoing wealth planning, education, coaching, and strategic guidance • Assist in the creation, delivery, and execution of complex financial plans • Identify and develop new business opportunities through existing clients, referrals, networking, and centers of influence • Build and manage a strong business development pipeline • Develop and maintain meaningful COI relationships • Mentor and develop team members • Collaborate with firm leadership to execute strategic growth initiatives and enhance the client experience Ideal candidates will have: • 10+ years of wealth management experience • Series 65 • Strong experience working with high-net-worth and ultra-high-net-worth clients • Proven success in business development and xuwmhxw relationship management • Strong financial planning and wealth advisory experience • Ability to build, develop, maintain, and transition a book of business • Experience mentoring and developing professionals • Strong business acumen, emotional intelligence, and decision-making skills • Excellent interpersonal, communication, and presentation skills • CFP, CFA, CAIA, and/or CPWA designation preferred • Alternative investment experience is a plus If you’re an experienced wealth management professional looking for a senior-level opportunity within a growing Wealth Management practice backed by the resources and relationships of a national public accounting and advisory firm, I’d welcome a confidential conversation.