Senior Wealth Advisor (Red Bank)

Senior Wealth Advisor About the Company Rapid-growing accounting firm Industry Accounting Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to take on the responsibility of managing and nurturing relationships with high net worth and ultra-high net worth clients. This role involves providing a wide range of holistic wealth management services, such as financial planning, estate planning, investment management, retirement planning, and proactive tax planning. The successful candidate will also have the opportunity to inherit assets from retiring advisors and is expected to work closely with internal and newly acquired CPA firms to serve the needs of the clientele. Applicants for the Senior Wealth Advisor position at the company should be well-versed in the full spectrum of wealth management services and have a strong background in serving high net worth and ultra-high net worth clients. The role requires a professional with a clear track to equity partnership, indicating a long-term commitment to the firm and its clients. A collaborative and collegial approach to work is essential, as is the ability to provide proactive and tailored financial solutions. The ideal candidate will be a team player, with excellent communication skills and a deep understanding of the financial industry. Travel Percent Less than 10% Functions Finance

Created: 2025-09-28