Senior Vice President of Client Advisory Services

Senior Vice President of Client Advisory Services About the Company Join a nationally recognized independent investment advisory firm that stands out in the industry. Industry Investment Management Type Privately Held About the Role We are looking for an experienced Senior Vice President, Client Advisor, to become the principal relationship manager for our affluent and ultra-high-net-worth clients. You will be responsible for delivering comprehensive wealth strategies that integrate investments, estate planning, tax efficiency, and risk management. This role will leverage family office resources and work collaboratively with internal teams to ensure a seamless client experience, while also driving organic growth through relationship deepening and referrals. The ideal candidate will possess over 10 years of experience in wealth advisory, preferably with a CFP designation, and will have a solid foundation in planning and investment, capable of integrating tax and estate strategies. This position offers a unique opportunity to work in an environment that combines the personalized service characteristic of a boutique firm with the sophisticated infrastructure seen within family offices, enabling you to provide holistic solutions to high-net-worth clients. We are seeking a dynamic individual with an entrepreneurial mindset and a proven ability to foster trusted client relationships. Our independent, employee-owned structure ensures complete fiduciary alignment and eliminates product conflicts. You will be part of a long-standing, collaborative advisor culture that offers excellent long-term career growth, including equity options. The position is available at multiple offices nationwide, with hybrid and remote work flexibility. Travel Percent Less than 10% Functions Finance Strategy