Senior Wealth Advisor
Listed on 2026-01-31
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Finance & Banking
Wealth Management, Financial Consultant
Location: Florham Park, NJ (hybrid, 4 days in office)
Compensation
: $180k-$200k doe
Our client is a Family Office and full service boutique wealth management firm currently managing over $1.6B in assets. firm, Both entities are growing exponentially through referrals by clients and relationship partners, and an integrated advisory model that combines investment management, financial planning, estate and tax strategy, and family office services.
The firm seeks an experienced and strategic Senior Wealth Advisor to lead client relationships and deliver holistic, high-touch wealth management advice. This individual will serve as a primary advisor to HNW and UHNW clients, collaborating across disciplines — including tax, estate planning, and transaction advisory — to design and implement highly customized financial strategies.
The ideal candidate is both technically proficient and client-centric, with a strong ability to build trust, communicate complex ideas clearly, and mentor the next generation of advisors.
Key Responsibilities of the Senior Wealth Advisor:- Serve as the lead advisor for a select group of HNW and UHNW clients, overseeing comprehensive wealth management relationships.
- Develop and implement customized financial plans incorporating investment, estate, tax, and risk management strategies.
- Act as a quarterback across tax, estate, insurance, and investment specialists to deliver coordinated, best-in-class client solutions.
- Engage directly with clients and their families, serving as their trusted advisor for all financial matters.
- Drive asset retention and growth within existing relationships, deepening engagement and identifying new opportunities.
- Mentor and train junior advisors, associates, and analysts to support ongoing firm growth and professional development.
- Collaborate with firm partners to enhance the client experience and contribute to initiatives that support continued expansion and change.
- Bachelor’s degree in Business, Finance, Economics, or a related field required.
- 8–10+ years of experience in wealth management or private client advisory, ideally within a full-service RIA or multi-disciplinary financial services firm.
- CFP® certification and Series 65 required; additional credentials (CFA, CPA, JD, etc.) strongly preferred.
- Demonstrated expertise advising high-net-worth and ultra-high-net-worth clients across investment, estate, and tax planning disciplines.
- Prior experience within an accounting or professional services firm strongly preferred.
- Deep technical understanding of investment, tax, estate, and financial planning strategies.
- Exceptional relationship management skills, with a client-first mindset and high ethical standards.
- Proven leadership ability with experience mentoring and developing junior team members.
- Strong analytical and critical-thinking skills; ability to simplify complexity for clients.
- Professional presence, emotional intelligence, and high personal integrity.
- Collaborative, entrepreneurial, and adaptable within a dynamic, growth-oriented environment.
- Base Salary: $180,000–$200,000 (commensurate with experience)
- Discretionary Performance Bonus
- Comprehensive Benefits Package, including health, dental, vision, 401(k), and professional development support
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