Senior Wealth Advisor

Our client is a fiduciary, planning-led wealth management firm serving high-net-worth families with average investment portfolios exceeding $5 million. The firm operates as a Trusted Family CFO, delivering integrated investment management, comprehensive financial planning, tax coordination, and estate planning through a collaborative, team-based service model.

The firm intentionally prioritizes long-term client relationships, stewardship over scale, precision and accountability, and shared success over individual ego. Growth is purposeful and values-driven, and culture is never compromised by economics. This search reflects those same principles.

The firm is seeking a senior, experienced wealth adviser who is increasingly misaligned with the direction of their current firm and is seeking a long-term professional home. This role is designed for an adviser who wants to practice fiduciary advice the right way, protect and honor long-standing client relationships, and complete the final chapter of their career in a firm built on trust, stewardship, and excellence.

This is not a growth-at-all-cost environment, a sales-driven model, or a lone-wolf platform. It is a collaborative Family CFO firm where advisers share responsibility, accountability, and success.

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.

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.

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.

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.

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 $400k. Additionally, variable compensation is based objectively on productivity.

This is a hybrid role requiring 20% of travel to the firm's Buffalo, NY office. Travel and commuting expenses will be reimbursed.