Senior Level Wealth Management Advisor Jobs
Senior level wealth management advisor jobs place experienced advisors in charge of client portfolio strategy, complex financial planning decisions, and the teams or books of business they oversee. Roles are concentrated across Banking & Financial Services, Investment & Asset Management, and Staffing & Recruiting, with a mix of on-site, hybrid, and remote positions available, and employers like Mariner, Citi, and Truist hiring at this level now.
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Showing 5 of 48+ Senior Level Wealth Management Advisor jobs
What You Will Do:
- Serve on a team of Wealth Management professionals serving high-net-worth clients.
- Create, implement, and monitor comprehensive financial planning strategies including:
- Retirement Planning
- Investment Management
- Education Planning
- Estate & Legacy Planning
- Survivor Assistance
- Develop/maintain in-depth expertise and knowledge of wealth management solutions and services.
- Manage and prioritize multiple, concurrent client projects, ensuring timely delivery while maintaining clear, strategic communication across all levels.
- Engage in business development by cultivating professional relationships and identifying opportunities to assist new clients
Minimum Qualifications:
- Bachelor's Degree
- 7+ years of relevant experience in financial planning, including serving as a lead advisor to high-net-worth families.
- CFP, CPA, CTFA or similar designation.
Preferred Qualifications:
- Financial Planning Degree
What You Will Do:
- Serve on a team of Wealth Management professionals serving high-net-worth clients.
- Create, implement, and monitor comprehensive financial planning strategies including:
- Retirement Planning
- Investment Management
- Education Planning
- Estate & Legacy Planning
- Survivor Assistance
- Develop/maintain in-depth expertise and knowledge of wealth management solutions and services.
- Manage and prioritize multiple, concurrent client projects, ensuring timely delivery while maintaining clear, strategic communication across all levels.
- Engage in business development by cultivating professional relationships and identifying opportunities to assist new clients
Minimum Qualifications:
- Bachelor's Degree
- 7+ years of relevant experience in financial planning, including serving as a lead advisor to high-net-worth families.
- CFP, CPA, CTFA or similar designation.
Preferred Qualifications:
- Financial Planning Degree
See All 48 Senior Level Wealth Management Advisor Jobs
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Find JobsSenior Level Wealth Management Advisor Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services23
- Investment & Asset Management19
- Staffing & Recruiting3
- Technology & Software3
- Consulting & Professional Services3
Senior Level Wealth Management Advisor Jobs: Frequently Asked Questions
How do I get a senior level wealth management advisor job?
Employers hiring at the senior level look for advisors who own client relationships end to end, not just execute on someone else's strategy. A demonstrated ability to grow and retain a book of business, deep fluency in tax-efficient investment structures or estate planning, and experience guiding junior advisors all signal readiness. Credentials like the CFP, CFA, or CIMA sharpen a candidate's profile at this stage.
Which companies hire senior level wealth management advisors?
Companies hiring senior level wealth management advisors right now include Mariner, Citi, and Truist, based on current listings on Migrate Mate as of September 2026. Hiring at this level comes primarily from regional and national wealth management firms, private banks, family offices, and insurance-affiliated advisory practices that need experienced advisors to lead client-facing growth.
Are there remote senior level wealth management advisor jobs?
Yes, though availability varies by firm type and client model. About 22% of senior level wealth management advisor openings are remote or hybrid as of September 2026, with fully remote roles more common at larger national firms and hybrid arrangements prevailing at boutique or regionally focused practices where in-person client relationships remain central.
What makes a wealth management advisor role senior level?
Senior level roles are defined by ownership rather than execution. Advisors at this stage independently manage complex, high-net-worth client relationships, lead financial planning engagements across multiple asset classes, and set strategy for a substantial book of business. They also mentor associate advisors and often contribute to business development, team structure, or service model decisions at the firm level.
Which industries hire the most senior level wealth management advisors?
Senior Level wealth management advisor roles concentrate in Banking & Financial Services, Investment & Asset Management, and Staffing & Recruiting, based on current listings on Migrate Mate as of September 2026. These sectors drive hiring at this level because they serve clients with sophisticated financial needs, including business owners, executives, and high-net-worth individuals who require experienced advisors rather than generalist guidance.