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Senior Wealth Advisor Jobs (NOW HIRING)

HORAN Wealth

Senior Wealth Advisor

Pittsburgh, PA

Senior Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt Position Reports To: Market President, Wealth Advisor Location: Pittsburgh, PA Position Summary: Are ...

Mariner

Senior Wealth Advisor

Austin, TX · On-site

$150K - $350K/yr

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

Mariner

Senior Wealth Advisor

New York, NY · On-site

$150K - $350K/yr

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

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Senior Wealth Advisor information

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$69.5K

$133.2K

$210K

How much do senior wealth advisor jobs pay per year?

As of Aug 28, 2026, the average yearly pay for senior wealth advisor in the United States is $133,162.00, according to ZipRecruiter salary data. Most workers in this role earn between $112,000.00 and $147,500.00 per year, depending on experience, location, and employer.

What is a senior wealth advisor?

A Senior Wealth Advisor is a financial professional who provides comprehensive financial planning and investment management services to high-net-worth individuals, families, and sometimes businesses. They help clients develop strategies for building, preserving, and transferring wealth, often addressing areas such as retirement planning, tax strategies, estate planning, and risk management. Senior Wealth Advisors typically have significant experience in the financial industry and may hold advanced credentials, allowing them to handle complex financial situations and provide tailored advice to meet their clients’ goals.

What are the key skills and qualifications needed to thrive as a senior wealth advisor?

To thrive as a Senior Wealth Advisor, you need expertise in financial planning, investment management, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field and certifications like CFP or CFA. Familiarity with financial planning software, portfolio management systems, and CRM tools is essential. Exceptional interpersonal skills, trustworthiness, and strong communication abilities distinguish top performers in this role. These skills are crucial for building long-term client relationships, delivering tailored financial strategies, and maintaining compliance in a highly regulated industry.

What are some common challenges senior wealth advisors face when managing high-net-worth client portfolios?

Senior Wealth Advisors often encounter challenges such as navigating complex tax and estate planning needs, balancing diverse investment goals among family members, and adapting strategies to changing market conditions. They must also stay current with evolving regulations and ensure clear communication to build trust and retain clients. Successfully managing these aspects requires strong analytical skills, proactive relationship management, and close collaboration with legal, tax, and investment professionals.

How much does a top senior wealth advisor make?

A top senior wealth advisor can earn between $200,000 and $500,000 annually, including base salary, commissions, and bonuses. Compensation varies based on experience, client portfolio size, and firm performance, with highly successful advisors earning significantly more.

What does a senior wealth advisor do?

A senior wealth advisor provides comprehensive financial planning and investment management services to high-net-worth clients. They analyze clients' financial situations, develop tailored strategies, and recommend investment products, often using financial software and requiring certifications like CFP or CFA. They also build long-term relationships and may oversee a team of junior advisors.
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Senior Wealth Advisor jobs near you
Infographic showing various Senior Wealth Advisor job openings in the United States as of August 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $133,162 per year, or $64 per hour.

Senior Wealth Advisor

Leah Yosef International, Inc.

Manhattan, NY • On-site

$250K/yr

Full-time

Re-posted 16 days ago

Job description

Senior Wealth Advisor

Midtown Manhattan

Boutique Wealth Advisory Firm

Firm Overview

Dynamic 800M+ AUM RIA seeks a Senior Wealth Advisor who is passionate about developing client relationships to provide comprehensive financial planning and asset management.


Not a sales role; no portable book of business required


  • Forward thinking culture dedicated to challenging the status quo
  • Strong culture of teamwork, work life balance and personal and professional growth
  • Serve as a Senior Wealth Advisor in an ensemble practice with collaborative approach to business development and client service
  • Opportunity to make an impact through high touch relationship management and financial planning expertise
  • $250,000+ compensation package


Requirements

  • CFP required as well as 10+ years wealth management experience and 5+ years lead advisor experience

Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

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