Senior Wealth Advisor

About the Company

Expanding registered investment advisor (RIA)

Industry
Financial Services

Type
Privately Held

About the Role

The Company is seeking a Senior Wealth Advisor to take on a lead role in managing and deepening high-net-worth client relationships. The successful candidate will be responsible for providing holistic, tax-aware advice that encompasses investment, estate, and tax planning. This role involves leading client meetings, delivering tailored financial plans, and identifying and implementing various tax planning strategies. The ideal candidate will have a strong background in wealth management, with a focus on tax-efficient and after-tax outcomes, and will be adept at mentoring and guiding a team in these practices. Applicants for the Senior Wealth Advisor position at the company should have a Bachelor’s degree, with an advanced degree bei...