Senior Wealth Advisor
$175,000–$175,000 year
Hybrid · Saratoga Springs, New York, United States
Saratoga Springs, New York, United StatesHybridFull Time$175,000–$175,000 yearSenior LevelNot SpecifiedSmall
Type
Full Time
Level
Senior Level
Education
Not Specified
Company size
Small
Job Summary
Senior Wealth Advisor to manage relationships sourced from a newly acquired CPA firm for a fast-growing, multi-BN AUM fee-only RIA. Role includes delivering holistic wealth management: financial planning, estate planning, investment management, retirement planning, and proactive tax planning; potential equity partnership with opportunity to inherit assets from retiring advisors. Hybrid work environment in Saratoga Springs, NY.
Required Qualifications
- Senior Wealth Advisor experience preferred
- experience managing high net worth or ultra high net worth client relationships
- holistic wealth management capabilities across financial planning, estate planning, investment management, retirement planning, and tax planning
- ability to work in a hybrid work environment with a collaborative culture
- CPA referral channel experience is a plus
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