Senior Wealth Advisor

Lead wealth management for high net worth clients by advising on comprehensive strategies including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management. Serve as the Lead Wealth Advisor while growing the practice through custodial referral channels and firm-generated business development opportunities. Requires 5-10 years of wealth management experience, CFP designation, and demonstrated business development experience. Join a growth and performance-oriented environment with significant opportunity to build a long-term client base.