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Senior Wealth Advisor Jobs (NOW HIRING)

Mariner

Senior Wealth Advisor

Amarillo, 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

Tigard, OR · On-site

$150K - $200K/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

Reno, NV · 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 ...

Beacon Pointe

Senior Wealth Advisor

Fort Worth, TX · On-site

$100 - $150/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth ...

MAI WEALTH MANAGEMENT, INC.

Senior Wealth Advisor

Deerfield, IL · On-site

$140K - $175K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

GENERAL The Senior Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world-class client experience ...

Beacon Pointe

Senior Wealth Advisor

Scottsdale, AZ · On-site

$80 - $120/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long‑term relationships with clients. The role partners closely with high-net‑worth ...

Beacon Pointe

Senior Wealth Advisor

Sarasota, FL · On-site

$90 - $150/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long‑term relationships with clients. The role partners closely with high-net‑worth ...

Beacon Pointe

Senior Wealth Advisor

Saint Louis, MO · On-site

$90 - $120/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth ...

Beacon Pointe

Senior Wealth Advisor

Seattle, WA · On-site

$80 - $120/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth ...

Beacon Pointe

Senior Wealth Advisor

Charlotte, NC · On-site

$80 - $120/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth ...

Beacon Pointe

Senior Wealth Advisor

Denver, CO · On-site

$90 - $150/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long‑term relationships with clients. The role partners closely with high-net‑worth ...

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Senior Wealth Advisor information

See salary details

$69.5K

$133.2K

$210K

How much do senior wealth advisor jobs pay per year?

As of Aug 18, 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 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $133,162 per year, or $64 per hour.

Senior Wealth Advisor

Beacon Pointe Advisors LLC

Saint Louis, MO • On-site

$125K - $175K/yr

Full-time

Re-posted 12 days ago

Job description

Job Description

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

  • We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
  • With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
  • Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

  • Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
  • Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
  • Collaborate with internal specialists to deliver integrated solutions
  • Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

  • 5+ years of experience as a Financial Advisor or Wealth Advisor
  • Proven track record of client acquisition and asset growth
  • Background in a wirehouse, independent broker-dealer, bank, or RIA environment
  • Financial planning experience preferred
  • CFP®, CFA, or other professional designations preferred
  • Bachelor’s degree in Finance, Business, Economics or related field preferred
  • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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