Senior Wealth Advisor - District Partners LLC

Ready to Lead and Shape the Future of Wealth Management?

We’ve partnered with a highly respected wealth management firm both nationally and locally, deeply embedded in the community, to find a Senior Wealth Advisor to join their growing family office team. This isn’t just another wealth advisor role; it’s a unique opportunity to step into a leadership position with the potential to inherit a substantial book of business from day one. You’ll serve as the quarterback, leading the charge in managing complex wealth strategies for ultra-high-net-worth clients while being supported by a collaborative, expert team.

Why This Role Stands Out:

This opportunity offers more than just managing wealth—it’s about driving growth and delivering exceptional client experiences. You’ll have direct access to a portfolio of high-net-worth clients and be at the forefront of succession planning as senior advisors transition out. Supported by a deep bench of tax, legal, and investment professionals, you can focus on building relationships, expanding your expertise, and making a lasting impact.

Key Responsibilities:

• Act as the primary relationship manager for ultra-high-net-worth clients, providing tailored financial planning and wealth management strategies.
• Lead clients through complex planning, including estate, gift, and trust planning, while collaborating with their attorneys and other advisors to implement comprehensive solutions.
• Manage and nurture long-term client relationships, ensuring ongoing confidence and retention by meeting their financial goals.
• Provide expert guidance on areas such as retirement planning, insurance, business planning, education funding, and tax strategies.
• Collaborate with a team of professionals across investment management, tax, and financial planning to deliver holistic advice.
• Participate in building new client relationships and expanding the firm’s reach through strategic partnerships.
• Mentor and educate junior team members, sharing knowledge on complex financial planning topics, tax strategies, and client relationship development.

What We’re Looking For:

• 7-10+ years of experience in financial planning, accounting, legal, or related fields, with a proven track record in wealth management.
• Certified Financial Planner (CFP) required; Certified Public Accountant (CPA) is a plus.
• Expertise in complex planning strategies and solutions for high-net-worth individuals.
• Strong leadership skills, with the ability to mentor and collaborate within a team while driving results.
• Deep knowledge of investment products, macroeconomics, and tax strategies to meet client goals.
• Excellent communication skills, with the ability to simplify highly technical concepts for clients.
• A passion for delivering exceptional client experiences and growing a book of business.

Compensation & Benefits:

• Competitive base salary ($150,000 to $185,000) based on experience, with significant bonus potential.
• Target bonus up to 30% of base salary, with the flexibility to exceed target based on performance.
• Additional bonus for bringing in new clients (25% of first-year fees and 10% trailing fees).
• Comprehensive benefits package including medical, dental, vision, 401(k), and more.
• Opportunities for growth and succession planning, with potential to inherit a substantial book of business as senior advisors retire.

About District Partners:

District Partners has been engaged to lead this search, bringing our innovative approach to match top talent with game-changing opportunities. If you're ready to take your career to the next level, this could be the perfect fit.