Senior Vice President, Wealth Advisory

Senior Vice President, Wealth Advisory About the Company Join a nationally recognized independent investment advisory firm known for delivering exceptional service and innovative solutions. Industry Investment Management Type Privately Held About the Role We are looking for a dynamic Senior Vice President, Wealth Advisory to become our primary relationship manager for affluent and ultra-high-net-worth clients. In this integral role, you will deliver tailored wealth strategies that encompass investments, estate planning, tax efficiency, and risk management. Your responsibilities include: Accessing family office resources and collaborating with internal teams to ensure a seamless client experience. Driving organic growth by deepening client relationships and generating referrals. The ideal candidate will have over 10 years of experience in wealth advisory, ideally with a CFP® designation. Your background in planning and investment, along with your ability to integrate tax and estate strategies, will be crucial in providing comprehensive solutions for our clients. This is a unique opportunity to work with a firm that strikingly combines the personalized service of a boutique with the sophisticated infrastructure of a family office. You will be well-positioned to offer holistic solutions to high-net-worth and ultra-high-net-worth clients. The company values an entrepreneurial and growth-oriented mindset, along with a proven ability to build trusted client relationships. Being independent and employee-owned ensures fiduciary alignment and absence of product conflicts. Experience our long-standing collaborative advisor culture that fosters long-term career growth and offers equity options. Our positions are available in multiple offices nationwide, offering flexibility for hybrid and remote work arrangements. Travel Percent Less than 10% Functions Finance