Senior Wealth Advisor

Our client is a growing RIA within an established CPA and tax planning firm. We are seeking a Private Wealth Advisor to help drive continued growth of the firm's wealth management practice.

This is a business development and client acquisition role with a significant amount of opportunity generated through the firm's existing CPA and tax practice. The advisor will work with referred prospects and firm-generated leads, develop new relationships, and convert qualified opportunities into long-term wealth management clients.

Responsibilities

• Work directly with referrals and qualified leads provided through the firm's CPA and tax planning practice.


• Own the prospect-to-client process, including outreach, discovery meetings, presentations, follow-up, and closing.


• Develop new business through personal networks, professional relationships, referrals, and centers of influence.


• Build relationships with high-net-worth individuals, business owners, executives, and families.


• Identify wealth management opportunities within the firm's existing client base in partnership with the CPA and tax teams.


• Establish and maintain referral relationships with CPAs, attorneys, business advisors, and other professionals.


• Conduct financial and investment discussions and present appropriate wealth management strategies.


• Convert prospects into ongoing advisory relationships and ensure a smooth transition into the firm's client service model.


• Maintain an active pipeline and consistently follow up on opportunities.


• Work closely with the firm's tax and accounting professionals to provide an integrated wealth planning experience.


• Help develop and execute strategies to grow assets under management and overall revenue.

Qualifications

• 5+ years of experience in wealth management, financial advisory, private banking, or a related role.


• Proven track record of generating or converting new business.


• Strong sales and relationship-development skills.


• Experience working with affluent or high-net-worth clients.


• Strong understanding of investments, financial planning, and wealth management.


• Ability to manage a sales pipeline and move prospects through the decision-making process.


• Strong communication and presentation skills.


• Comfortable asking for the business and closing prospective clients.


• Experience working with professional referral sources is preferred.


• Existing client or professional relationships in the New York market are a plus.


• Relevant securities and advisory licenses required or preferred based on experience and current registration status.