Simplex
Simplex

60 Simplex Senior Wealth Advisor Jobs Hiring Near You

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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Simplex is a well-established company in the industry, known for its commitment to delivering high-quality solutions and services. The company's workplace is characterized by a culture of innovation, collaboration, and stability, with opportunities for employees to work on diverse projects and contribute to the company's growth. Joining Simplex can provide professionals with a chance to make a meaningful impact, develop their skills, and advance their careers in a dynamic and supportive environment.
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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

Full-time

Posted 19 days ago


Job description

Senior Wealth Advisor/Relationship Manager

Boutique International RIA

We have been asked by a well-established and expanding International Private Bank with a well-established RIA in multiple locations in the U.S. Our client is seeking a Senior Wealth Advisor for their New York office. The role will be client-centric and focused on HNW & UHNW clients for the U.S domestic market. The right candidate should have international gravitas and be investment-centric to work with our clients’ established clientele to be considered for this truly amazing opportunity.

Experience / Responsibilities

  • Must have a minimum of 7+ years from either a private bank or RIA environment.
  • Ability to work independently and be responsible for maintaining as well as onboarding new HNW & UHNW clients.
  • Superior knowledge of investment management and wealth strategies, processes, and products
  • Demonstrated high level of expertise in sales, networking, negotiations, community relationship building and execution of responsibilities.
  • International experience and or fluency in a foreign language is a big plus

Educational Background bachelor’s degree in business, Finance, Economics and/or related field is Master’s degree preferred.

Employment Type: FULL_TIME