Description

Are you passionate about helping high-net-worth clients achieve their financial goals? Join our team as a Senior Wealth Advisor, where you will develop personalized strategies to guide Ultra High Net Worth (UHNW) clients on their financial journeys. In this role, you’ll provide expert advice and ongoing portfolio management solutions for clients and prospects with $5-15 million in investable assets.

Company Culture and Environment

We are committed to fostering an inclusive and diverse workplace where professionals thrive. Our firm values continuous learning, collaboration, and putting clients first.

Career Growth and Development Opportunities

Mentoring and supporting colleagues is encouraged, contributing to a culture of professional growth and excellence. This role offers the opportunity to take the next step in your career and make a lasting impact in wealth management.

Detailed Benefits and Perks

• Hybrid work model with in-office collaboration from Tuesday to Thursday and remote work on Monday and Friday.
• Relocation assistance may be available for qualified candidates.

Compensation and Benefits

• Competitive salary based on experience.
• Comprehensive wealth management services for clients.

Why you should apply for this position today

If you’re ready to take the next step in your career and become a trusted advisor to high-net-worth clients, we’d love to hear from you! You will have the opportunity to help shape their financial future and make a significant impact.

Skills

• Certified Financial Planner (CFP®) designation required; additional certifications such as CFA, CTFA, or CPA preferred.
• Series 7, 63, or 66 regulatory licenses (or ability to obtain upon hire).
• Strong communication skills and executive presence.
• Deep knowledge of financial planning, investment strategies, and regulatory compliance.

Responsibilities

• Build and maintain strong relationships with UHNW clients, offering tailored financial planning solutions.
• Provide expert advice on investment management, tax strategies, estate planning, philanthropic giving, and corporate trust services.
• Collaborate with internal teams to ensure clients receive comprehensive wealth management services.
• Manage trusts as both an investment manager and in partnership with trust administrators.
• Stay ahead of industry trends, continuously developing your expertise in financial planning, capital markets, and wealth management.
• Mentor and support colleagues.

Qualifications

• 7+ years of experience in financial advisory, financial planning, and relationship management.
• Proven success in managing a book of business and maintaining strong client relationships.
• Experience with trust and estate planning to help clients preserve and transfer wealth.

Education Requirements

• Bachelor’s degree in Finance, Economics, or a related field.

Education Requirements Credential Category

• Professional certifications such as CFP®, CFA, CTFA, or CPA.

Experience Requirements

• 7+ years of relevant experience in financial advisory and relationship management.

Why work in Scottsdale, AZ

Scottsdale offers a vibrant community with a mix of luxury and outdoor lifestyle, making it an attractive place to live and work. The city is known for its beautiful desert landscapes, high-end shopping, dining, and a strong sense of community, providing a well-rounded lifestyle that supports both personal and professional growth.