SVP Wealth Advisor

About the Company:

We're representing one of the fastest-growing financial planning firms in the industry in their search for Financial Advisors. Well-backed and recognized as such, the platform is built on proprietary technology and is dedicated to delivering optimal wealth management solutions. This is a growth hire, and the firm has added billions of AUM in just two years. Their success is largely thanks to a combination of a client-centric approach and the use of advanced technology aimed at delivering complex financial strategies in a frictionless fashion.

About the Role:

The successful candidate will be responsible for growing & leading a team of financial advisors, developing strategies to enhance client acquisition and retention, and ensuring seamless delivery of industry-leading financial planning services.

Responsibilities:

• Strategic Growth: Develop and implement strategies to drive growth in the firm’s wealth management services and expand the client base.
• Collaboration: Demonstrated track record of working with cross-functional teams to implement innovative marketing strategies and technologists to enhance product development efforts.
• Market Analysis: Stay informed about market trends and investment opportunities to provide clients with relevant advice and underappreciated strategies.
• Compliance: Ensure adherence to regulatory requirements and firm policies while maintaining high standards of client service.
• Sales & Business Development: The successful candidate will have a regimented approach to onboarding new clients and expanding, retaining, and nurturing existing relationships.

Qualifications:

• A mobile book of HNW/UHNW clients.
• Bachelor’s degree in Finance, Economics, or a related field. Advanced degree (MBA, CFP) preferred.
• At least 6 years of experience in wealth management or financial advisory roles, with a demonstrated track record of outperformance.
• Strong leadership and team management skills, with experience guiding, mentoring, and managing junior associates.
• Deep knowledge of investment strategies, financial planning, and full-service platforms.
• Superb communication and interpersonal skills with a proven ability to network, build, and sustain long-term client relationships.
• Proven track record of developing & executing strategies and achieving strategic growth objectives.
• Proficiency in financial planning software and tools.