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Senior Wealth Advisor Jobs (NOW HIRING)

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 ...

New

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 ...

New

Beacon Pointe

Senior Wealth Advisor

Boston, MA · On-site

$85 - $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 ...

New

Beacon Pointe

Senior Wealth Advisor

Plano, TX · 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 ...

New

Beacon Pointe

Senior Wealth Advisor

Manhattan, NY · 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 ...

New

Beacon Pointe

Senior Wealth Advisor

Charleston, SC · 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 ...

New

HUB

Senior Wealth Advisor

Dallas, TX · On-site

$240K/yr

Job Title: Sr. Wealth Advisor Compensation: $240,000 per year (1-year draw) Location: DFW, Texas Department: Private Wealth Sales Reports To: Vice President Private Wealth Sales Management Job Type ...

HUB

Senior Wealth Advisor

Austin, TX · Hybrid

$200K/yr

Job Title: Sr. Wealth Advisor Compensation: $200,000 per year (2-year forgivable draw) Location: Hybrid-Austin, Texas Department: Private Wealth Sales Reports To: Vice President Private Wealth Sales ...

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Senior Wealth Advisor information

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$133.2K

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How much do senior wealth advisor jobs pay per year?

As of Aug 8, 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 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.

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 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 planning software, while maintaining client relationships and ensuring regulatory compliance.

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.
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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 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 71% Physical, 3% Hybrid, and 26% Remote job distribution, with an average salary of $133,162 per year, or $64 per hour.

Senior Wealth Advisor

HUB International Limited

Dallas, TX • On-site

$240K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

HUB International rating

8.0

Company rating: 8.0 out of 10

Based on 140 frontline employees who took The Breakroom Quiz

163rd of 303 rated insurance

Job description

Job Description
Job Title: Sr. Wealth Advisor
Compensation: $240,000 per year (1-year draw)
Location: DFW, Texas
Department: Private Wealth Sales
Reports To: Vice President Private Wealth Sales Management
Job Type: Full-Time
About Us:
HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
About HUB Retirement & Private Wealth (RPW):
We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.
We are the perfect fit if you:
  • Enjoy team collaboration
  • Thrive in a healthy company culture that recognizes success
  • Want to learn and grow your current skill set
  • Are seeking a progressive work environment at a rapidly growing organization
  • Have a desire to help others protect their future
  • Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
  • Are focused on learning and development to enhance your industry knowledge and expertise
  • Are a self-starter willing to invest time and energy to learn the technical aspects of our business
  • Believe in integrity and building success by developing relationships with others

Job purpose:
As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients with a focus on developing client leads through HUB Investment Partners (HIP) participation in referral partner programs. Successful senior wealth advisors will create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The Senior Wealth Advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Come learn and grow with a team that has a consistent year over year growth of 30-40%.
Duties and responsibilities:
  • Communicate the firm's resources, value proposition, solutions and services to representatives from our participating referral programs
  • Generate new business opportunities through prospecting, lead generation and closed sales in the custodial referral programs.
  • Conduct regular presentations of HUB Investment Partners services to referral partner associates in those associates' offices and at various regional events.
  • Engage and communicate prospective client needs to the firm's wealth advisory and partner firms
  • Represent and communicate various investment strategies and solutions to prospective clients and referral partner representatives
  • Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
  • Commitment to advanced continuing education and team development at all levels
  • Train and mentor associates across the wealth advisory team
  • Leverage community relations and development centers of influence to generate leads and facilitate introductions

Work experience:
  • 7+ years' experience in the financial services industry

Education/Licensing:
  • Bachelor's degree in business or other related field from an accredited college or university.
  • Series 65, or CFP required

Knowledge and Skills:
  • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
  • Depth of experience working with high net worth or ultra-high net worth clients
  • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc)
  • Highly effective interpersonal, relationship management, and communication skills
  • Proven success selling business to new and existing clients
  • Demonstrated knowledge and facilitation of sales cycle/process
  • Problem-solving, negotiation and persuasive skills
  • Effective written communication skills with ability to adapt to different audiences
  • Effective presentation communication skills with ability to address individuals and groups in formal and informal settings
  • Ability to build and maintain professional relationships with clients, prospective clients and internal and community contacts

Featured Benefits:
  • $240,000 per year (1-year draw)
  • Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
  • Unlimited PTO
  • Hybrid schedule

Travel:
Local travel to clients
Department Sales
Required Experience: 7-10 years of relevant experience
Required Travel: Up to 50%
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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