Senior Wealth Advisor

4 days ago

Birmingham, United States Planning Alternatives Full time


Company Overview:

Planning Alternatives is a fiduciary firm dedicated to providing comprehensive financial planning and asset management services to our clients. We believe that true wealth is not solely about financial success but about enriching lives and fulfilling personal goals. Our mission is to leave clients better off by offering the experience, strategies, and solutions needed to support their vision of wealth. With a focus on integrity, strong relationships, and client-centric solutions, we are building the future of wealth management. As we continue to grow, we are seeking a highly experienced Senior Wealth Advisor to lead client relationships and contribute to the strategic growth of the firm.


Position Overview:

The Senior Wealth Advisor will play a pivotal role in managing complex client relationships, providing personalized financial advice, and helping clients achieve their long-term financial goals. In this role, you will lead sophisticated financial planning efforts, oversee large client portfolios, and mentor junior advisors. This role requires deep knowledge of financial markets, investment strategies, fiduciary principles, and a passion for delivering exceptional client service. The Senior Wealth Advisor will be responsible for driving the growth of assets under management (AUM), expanding relationships with ultra-high-net-worth clients, and identifying new business opportunities.


Key Responsibilities:


Strategic Financial Planning & Client Management:

  • Lead in-depth financial planning sessions with clients, gathering and analyzing financial data, such as income, expenses, investments, risk tolerance, and long-term goals, to create comprehensive strategies tailored to their unique needs.
  • Act as a trusted advisor for clients, offering guidance on tax-efficient investment management strategies, retirement planning, estate planning, insurance solutions and charitable giving.
  • Develop and present customized, sophisticated financial plans for ultra-high-net-worth individuals and families, ensuring that all aspects of their financial lives are considered and optimized.


Portfolio Management & Performance Review:

  • Manage and oversee complex client portfolios, ensuring alignment with clients’ long-term financial goals, risk profiles, and evolving life circumstances.
  • Conduct regular portfolio reviews with clients, providing updates on investment performance, market trends, and any necessary adjustments to their financial strategies.
  • Proactively assess clients' financial plans and make strategic adjustments in response to economic shifts or personal life changes.


Client Relationship Development & Retention:

  • Foster deep, long-term relationships with clients, serving as their main point of contact for all financial planning needs.
  • Maintain continuous, proactive communication with clients to ensure they are informed and confident in their financial strategies, while also identifying new opportunities for improvement.
  • Expand the client base by acquiring new high-net-worth clients through referrals, networking, and cultivating professional partnerships.


Leadership & Mentorship:

  • Provide leadership and mentorship to junior advisors and support staff, offering guidance on complex client cases and helping them develop their professional skills.
  • Act as a subject matter expert for the firm, collaborating with colleagues to ensure the highest standards of service and advice are delivered across all client interactions.
  • Play an integral role in firm-wide business development initiatives, contributing to strategic planning and long-term growth objectives.


Compliance & Industry Knowledge:

  • Stay current with the latest financial market trends, legislation, and industry developments to ensure clients’ financial strategies are compliant, effective, and take advantage of new opportunities.
  • Ensure all recommendations and financial plans adhere to fiduciary principles and meet regulatory requirements.
  • Utilize advanced financial planning software (e.g., eMoney) to support accurate and robust financial strategies.


Qualifications:

  • 5+ years of experience as a Financial Advisor, with at least 3+ years of direct experience managing high-net-worth client relationships.
  • Proven track record managing large portfolios and overseeing AUM of $5+ million per client.
  • CFP designation required; advanced certifications (CFA, CPA, ChFC) preferred.
  • Bachelor’s Degree in Business, Finance, Economics, or a related field; MBA preferred from an accredited college or university.
  • Expertise in investment management, tax planning, estate planning, and financial strategies for ultra-high-net-worth individuals.
  • Proficiency in financial planning software, such as eMoney.
  • Exceptional leadership, communication, and relationship-building skills.
  • Highly organized, with strong analytical and decision-making abilities.


Benefits:

  • We offer a competitive compensation package, including base salary, performance-based bonuses, and equity opportunities.
  • Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
  • Opportunities for professional development and career advancement within a dynamic and growing organization.


Planning Alternatives is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage qualified individuals from all backgrounds to apply.


Application Instructions: 

To apply for the Senior Wealth Advisors position, please submit your resume and cover letter detailing your qualifications and relevant experience to linkedin@planningalt.com or on our website planningalt.com. We look forward to reviewing your application and considering you for this exciting opportunity to join our team.

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