Senior Wealth Advisor

Are you the kind of wealth advisor who sees the full picture? Not just assets and portfolios—but business structures, tax strategy, and generational legacy?

A boutique, ultra-select firm is seeking a Senior Holistic Wealth Advisor to support and lead high-net-worth and ultra-high-net-worth clients—many of whom are entrepreneurs, founders, and family business owners. This is a rare chance to step into a role where strategic insight, precision execution, and big-picture thinking aren’t just appreciated—they’re expected.

This is for the advisor who:

• Takes a commanding yet collaborative approach to client relationships.

• Thrives on solving complex business and tax strategy challenges.

• Operates with integrity, clarity, and an unrelenting focus on delivering results.

• Has a track record of earning long-term trust from sophisticated clients by providing insight beyond investments—covering tax, estate, succession, and exit strategies.

What makes this different?

• You’ll serve clients who don’t just have wealth—they create it.

• You’ll work in a firm that values depth over volume and quality over scale.

• You’ll operate remotely, with the autonomy and support to deliver your best work without bureaucracy.

The Right Fit:

• 10+ years advising HNW and UHNW clients, preferably with experience serving business owners and entrepreneurs.

• Demonstrated expertise in business tax strategy and holistic financial planning.

• A natural ability to lead client relationships while navigating complex financial ecosystems.

• Strong presence, strategic mindset, and comfort working with driven, high-performing individuals.

If you’re ready for a role where your ideas will be heard, your skill will be valued, and your impact will be multiplied—this might be the call you’ve been waiting for.

Discretion and excellence are the hallmarks here. Let’s talk if that sounds like you.