About this role
Senior Wealth Advisor
Financial Advisor — Branch
A supported, structured environment for advisors who want stability, collaboration, and strong operational backing.
Role Overview
This model is designed for advisors who prefer a W‑2 structure with access to leadership, coaching, and a team‑based culture. Advisors focus on delivering comprehensive planning while leveraging a full suite of marketing, technology, and operational resources.
Key Responsibilities
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Provide holistic financial planning to HNW and mass‑affluent households.
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Build and deepen client relationships through a planning‑first approach.
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Partner with leaders, specialists, and fellow advisors in a collaborative branch environment.
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Grow your book through referrals, events, networking, and structured business development.
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Utilize a modern technology platform to streamline client service and planning.
Compensation
Total first‑year earnings typically range from $105,000 – $335,000, including:
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Base salary: $75,000 – $140,000
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Performance‑based incentives: $30,000 – $195,000+
Support & Resources Provided
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Full operational support, including onboarding and transition assistance.
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Marketing resources and client acquisition tools.
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Leadership access, coaching, and professional development pathways.
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A stable, supportive environment — not a sink‑or‑swim model.
Ideal Candidate
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5+ years of advisory or wealth management experience.
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Transferable AUM and strong client‑facing presence.
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Advisors seeking structure, collaboration, and reduced operational burden.
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Strong planning orientation and relationship‑driven approach.
JOB ID: 177899
Trish Boyd