Senior Wealth Advisor
$200,000–$200,000 year
On-site · West Palm Beach, Florida, United States
Job Summary
Lead Client Advisor for a select portfolio of ultra high net worth clients, focused on estate and tax planning. Design and present estate planning and tax strategies to UHNW clientele across the firm (1B+ AUM, 25+ UHNW families). Opportunity to be a thought leader at an independent RIA with strong organic growth. Compensation includes a range of pay starting at $200,000+, with full benefits (health insurance, 401k contribution) and a path toward equity participation. Located in West Palm Beach, FL with the firm’s independent culture and advancement opportunities.
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.