Position Title: Senior Financial Advisor Salary Range: $135,000 - $250,000 base / Year DOE This is an opportunity to join a growing, employee-owned wealth management firm where relationships matter as much as results. As a Senior Financial Advisor, you'll help successful individuals and families navigate important financial decisions through a highly personalized planning process designed to align their wealth with their values, goals, and vision for the future. You'll serve as a trusted advisor, guiding clients through complex financial conversations while building long-term relationships that make a meaningful impact. The ideal candidate combines strong technical expertise with exceptional communication skills, embraces a collaborative and coaching-oriented environment, and is excited to be part of a mission-driven firm that invests heavily in both its clients and its people. Responsibilities: • Engage with clients to understand their financial goals and values • Develop and implement personalized financial plans • Collaborate with associate advisors to ensure comprehensive client service • Utilize a specific methodology to communicate financial strategies • Provide coaching and support to clients throughout the planning process • Manage a portfolio of clients with a focus on high-net-worth individuals Requirements: • Advanced degree such as J.D., CFA, CFP, or CPA is required • Minimum of 5 years of experience as a lead advisor with a proven track record managing clients with an average net worth of $2 million+ • RIA experience is required for lead candidates • BA degree is required for all candidates • Experience in a broker dealer environment is acceptable • Flexibility in work hours is preferred Benefits: • Comprehensive health coverage for employees, with competitive rates for dependents • Health Savings Account contributions from the employer • Paid time off with three weeks for associates and four weeks for leads • Unlimited sick time policy with potential standardization If you are a Senior Financial Advisor looking to take the next step in your career, apply now! #LI-SB1