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60 Simplex Senior Wealth Advisor Jobs Hiring Near You

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 ...

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 ...

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 ...

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 ...

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 ...

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Infographic showing various Senior Wealth Advisor job openings at Simplex in the United States as of July 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 92% Physical, 4% Hybrid, and 4% Remote job distribution.
Senior Wealth Advisor

$250K/yr

Other

Posted 15 hours 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