Senior Wealth Advisor

Focus Partners Wealth(14 days ago)

HybridFull TimeSenior$180,000 - $200,000Wealth Management

About this role

The Senior Wealth Advisor at Focus Partners Wealth provides high-touch, holistic financial planning and advisory services to ultra-high-net-worth individuals and families. The role focuses on comprehensive wealth management including investment, tax, estate, and retirement planning while leading and developing a client-facing advisory team. This position operates within a fiduciary partnership model and collaborates with external professionals to coordinate client advisory needs.

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Required Skills

Wealth Management
Financial Planning
Estate Planning
Tax Planning
Investment Strategy
Portfolio Construction
Private Investments
Client Relations
Team Leadership
Mentoring

+2 more

Qualifications

Bachelor's Degree
CPA
MST
JD
LLM
CFA
CIMA
CFP®

About Focus Partners Wealth

focusfinancialpartners.com

Focus Financial Partners is a partnership platform that invests in and partners with independent wealth management, business management, and related financial services firms, building an interdependent ecosystem. It provides capital, strategic and operational support, shared services, and client solutions to help partner firms scale while preserving their advisor-led model. Focus also operates a network of affiliated firms and publishes research and insights to support advisors and clients across wealth management and investing.