Sr. Wealth Manager, RIA: JN

Senior Wealth Manager – High Earning Potential

A nationally recognized wealth management firm ($40 B AUM) is seeking an experienced Senior Wealth Manager to join its expanding Private Wealth practice. In this relationship‑driven role you will specialize in serving family office clients and high‑net‑worth individuals, with deep expertise in tax, estate, and trust planning. Your focus will be on delivering personalized, comprehensive wealth management solutions and collaborating closely with internal tax, estate, trust, and investment teams to provide a fully integrated approach.

• Serve as the primary advisor for high‑net‑worth clients, building long‑term, trust‑based relationships.
• Lead comprehensive financial planning, including tax strategies, estate planning, and philanthropic guidance.
• Oversee investment portfolios, aligning with client goals and monitoring performance.
• Collaborate with internal teams to deliver a seamless client experience.

• 7+ years in wealth management or financial planning, with experience serving family offices or high‑net‑worth clients (minimum $15 M AUM).
• Strong knowledge of tax, estate, and trust planning.
• Proven ability to build and maintain long‑term client relationships.
• CFP required.
• Experience with eMoney Advisor is a plus.

• Hybrid work schedule.
• Performance bonus.
• Unlimited PTO.
• Comprehensive benefit package.

$160,000 – $170,000
Full‑time, Mid‑Senior level