Senior Wealth Advisor

The Role

Reporting to firm leadership and working closely with fellow advisers and planning professionals, the Senior Wealth Adviser will serve as a trusted steward for a defined group of high-net-worth client relationships while operating within a team-based service model.

This individual will bring portable assets and established client relationships and will integrate those clients into a holistic, planning-first framework supported by deep internal resources and shared accountability. The role is intentionally structured for advisers who value long-term alignment over short-term economics and who seek a stable, values-anchored firm to build the remainder of their career.

• Client Stewardship & Advisory Leadership
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  Serve as the primary trusted adviser for high-net-worth and multi-generational client families, delivering fiduciary advice grounded in comprehensive planning. Act as a long-term steward of client relationships, prioritizing continuity, trust, and thoughtful guidance over transactional activity. Lead complex client conversations involving investments, tax strategy, estate planning coordination, liquidity events, and life transitions. Demonstrate calm judgment and confidence during periods of market volatility or personal complexity for clients.
• Planning-Led, Team-Based Service Model
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  Operate fully within a collaborative Family CFO model, partnering closely with fellow advisers, planners, and operational professionals. Share responsibility and accountability for client outcomes, avoiding siloed or “my book” mentalities. Support teammates’ client relationships when needed, viewing all firm clients as collective responsibilities. Contribute professional expertise to firm-wide planning discussions and best-practice development.
• Embed the firm’s core values
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  Embody the firm’s core values in daily decision-making, client interactions, and internal collaboration. Lead with humility, professionalism, and low ego, prioritizing firm and client success over personal recognition. Model precision, follow-through, and consistent over-delivery in every client touchpoint. Strengthen firm culture by reinforcing trust, stewardship, and mutual accountability.
• Business Transition & Integration
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  Successfully transition portable client assets into the firm’s fiduciary platform with care, discretion, and professionalism. Communicate the firm’s value proposition clearly and authentically to clients during transition conversations. Ensure seamless onboarding and integration of new client relationships into the firm’s systems and service model. Protect and honor legacy client relationships while enhancing their experience through the firm’s broader capabilities.
• Continuous Improvement & Professional Excellence
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  Maintain intellectual curiosity and a commitment to professional growth through ongoing education and industry engagement. Stay informed on best practices, regulatory developments, and evolving client needs. Contribute thoughtful ideas that support continuous improvement across the firm. Uphold the highest standards of ethics, compliance, and fiduciary responsibility.

Competitive base salary with the potential to exceed OTE of $300k. Additionally, variable compensation is based objectively on productivity.

This is a hybrid role requiring three days per week in the Buffalo office. The firm is open to candidates based in Western New York, those able to commute regularly, or individuals willing to fully relocate. Travel and commuting expenses will be reimbursed.