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

• Provide holistic financial planning to HNW and mass-affluent households.
• Build and deepen client relationships through a planning-first approach.
• Partner with leaders, specialists, and fellow advisors in a collaborative branch environment.
• Grow your book through referrals, events, networking, and structured business development.
• Utilize a modern technology platform to streamline client service and planning.

Compensation

Total first-year earnings typically range from $105,000 - $335,000, including:

• Base salary: $75,000 - $140,000
• Performance-based incentives: $30,000 - $195,000+

Support & Resources Provided

• Full operational support, including onboarding and transition assistance.
• Marketing resources and client acquisition tools.
• Leadership access, coaching, and professional development pathways.
• A stable, supportive environment - not a sink-or-swim model.

Ideal Candidate

• 5+ years of advisory or wealth management experience.
• Transferable AUM and strong client-facing presence.
• Advisors seeking structure, collaboration, and reduced operational burden.
• Strong planning orientation and relationship-driven approach.

JOB ID: 177899

Trish Boyd