Senior Wealth Advisor

About the Role: As a Managing Director, Private Wealth Advisor, you'll lead relationships with ultra high net worth families, serving as their primary advisor and coordinating the firm's full range of resources. This is a fully remote senior seat for an advisor who wants to build and grow a practice in their own market with the backing of an established platform, without the constraints of a product-driven model.

Responsibilities: Client Relationship Leadership: Serve as the lead advisor for high and ultra high net worth families, building long term, multi-generational relationships. Business Development: Originate new client relationships through your own network, referral sources, and the firm's existing channels. Integrated Planning: Partner with in-house investment, tax, trust, and estate specialists to deliver comprehensive solutions for complex family needs. Team Leadership: Guide and mentor associates and support staff working with your client relationships. Market Analysis: Stay current on market trends and investment strategies to provide clients with relevant, timely advice. Compliance: Ensure adherence to regulatory requirements and firm policies while maintaining high standards of client service. Representation: Represent the firm at industry events and build visibility and reputation in your local market.

Featured Benefits: Considerable transition package, brand recognition, institutional grade technology and research, direct access to solutions specialists, dedicated support team, long term career stability