Senior Wealth Advisor
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🚀 Join REDW – A Top Workplace!
Ready to grow your career somewhere that actually invests in you? At REDW LLC, one of the nation’s largest and fastest-growing accounting and advisory firms, we’re building something special, and we want you to be part of it. Recognized as a Top Workplace, we’re known for more than just our expertise; we’re known for our people, our culture, and how we show up for each other.
With offices across New Mexico, Arizona, Oregon, Oklahoma, and Las Vegas, we offer the opportunity to do meaningful work in a collaborative, supportive environment where you can truly make an impact. Guided by our values — Dream Big, Better Together, and Integrity Counts we push boundaries, support one another, and always do the right thing. If you’re ready to grow, be challenged, and actually enjoy the team you’re on, REDW is the place to do it.
✨ Position: Senior Wealth Advisor
The Senior Wealth Advisor involves cultivating and managing relationships with high-net-worth clients, offering tailored financial planning and investment advice. Key responsibilities include acquiring new clients, maintaining effective communication, and overseeing client interactions to ensure an exceptional experience. As the primary point of contact, the Senior Wealth Advisor must possess a profound understanding of financial planning concepts and collaborate seamlessly with clients' other professional advisors.
✔️ What You’ll Do
- Establish and maintain new client relationships.
- Establish priorities/goals and meet timelines/deadlines for new client acquisition.
- Develop existing client relationships with excellent verbal and written communication.
- Present client reports and organize/run client meetings.
- Participate as active member of Investment Committee.
- Work with other team members to delivery exceptional client service.
- Assist in financial planning process and implement recommendations with other advisors.
- Rebalance portfolios, create recommendations, and implement strategy.
- Ensure that client portfolios are managed according to the asset allocation as agreed upon by the client and Relationship Manager and as documented in the Investment Policy Statement (IPS).
- Maintain basic knowledge of significant software applications (Orion, Redtail, and Microsoft Office).
- Develop new processes and procedures when necessary to meet expected and required client service levels and client requests.
- Stay current with changes in regulatory rules and regulations and industry practices.
- Assists in the strategic development of the department.
- Maintain confidentiality of sensitive client and department information and issues at all times.
💼 What You Bring
- Bachelor’s degree
- Financial accreditations: CPA, PFS, CFP®, or CFA®
- 7+ years of relevant financial planning and investment experience
- Impeccable reputation in the securities industry with excellent regulatory history
- Proficiency with Envestnet/Tamarac, Junxure (Preferred)
- Securities 65 or 66 license (Preferred)
💫 What Sets You Apart
- Significant experience with managing complex, individual and corporate client relationships.
- Excellent problem solving and critical thinking skills and the strong ability to multi-task.
- Experience in acquiring and servicing wealth management clients.
- Strong presentation and/or public speaking skills and written communication skills.
- Proven team member management and interpersonal skills.
- Positive, self-starter attitude and desire to exceed expectations at every opportunity.
- Strong attention to detail, highly organized and focused on work quality.
- Knowledge of operations for wealth management firm/Registered Investment Advisor (RIA).
- Strong aptitude to learn, implement and use new software.
🎉 Why You’ll Love Working at REDW
Competitive Compensation
- Salary range: $121,265 - $170,000
- Final offer based on location, experience, skills, licensure, and business need
- Pay transparency is central to our commitment to equity and fairness
Comprehensive Benefits
- Medical, Dental, Vision, Life, AD&D, and Disability Insurance
- HSA and FSA options
- 401(k) with employer match
Wellness & Time Off
- Monthly wellness reimbursements (e.g., gym, health apps, training)
- Flexible PTO, Paid Sick Time, and 10 paid holidays
Growth & Development
- Access to REDW’s Spiirall learning platform
- Support for credentialing and licensure exams
- Personalized development resources and longevity awards
Remote Work Support
- Annual $150 work-from-home gear allowance
- Essential technology and tools provided
Inclusive, Award-Winning Culture
- Recognized for excellence in Compensation, Remote Work, and Training
- Committed to diversity, equity, and inclusion in all we do
Equal Opportunity Employer
REDW values diversity and is committed to equal opportunity in the workplace. We do not discriminate based on race, color, religion, gender, national origin, age, disability, sexual orientation, or any other protected status.
If you require a reasonable accommodation during the hiring process, please email us at redwrecruitingteam@redw.com.
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