Senior Wealth Advisor
New
United StatesContractSenior
Salary not disclosed
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Job Details
- Required Skills
- Business DevelopmentClient relationship management
Requirements
- Minimum $25M in portable, fee-based AUM
- Active Series 65 or equivalent registration
- Proven experience advising high-net-worth or mass affluent clients
- Strong client relationship management skills
- Proven business development skills
- Entrepreneurial mindset
- Ability to operate in an independent 1099 environment
Responsibilities
- Serve as the primary advisor for a personal book of clients
- Deliver comprehensive wealth management services
- Manage and grow client relationships across financial planning and portfolio construction
- Customize client portfolios using traditional and alternative investments
- Retain ownership and discretion over investment philosophy and strategy
- Collaborate with internal teams for client service, compliance, and operations
- Actively grow the practice through referrals, marketing, and business development
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