Senior Wealth Advisor (Naples)

Required Skills & Experience

Experience as a Senior Financial Advisor, Wealth Advisor, Wealth Manager, or similar financial professional Active Series 7 and Series 65 and/or 66 licenses Demonstrated history of revenue generation and new client acquisition Proven ability to build, retain, and grow a book of business Established client relationships and strong relationship-management skills Financial services and wealth management experience Ability to generate business independently rather than relying exclusively on branch or institutional referrals

Nice to Have Skills & Experience

Previous experience working within a bank-based wealth management or referral model $50M-$100M+ in AUM preferred, though candidates around $20M may be considered depending on production, growth trajectory, and overall book $250K+ in annual gross production, with $500K+ considered a particularly strong target Established network within Nashville, Franklin, or the broader Middle Tennessee market Demonstrated success acquiring clients through both personal networking and institutional referrals An established and potentially portable book of business

Job Description

We are seeking an experienced Senior Wealth Manager to join a growing wealth management organization.

This position is designed for an established Financial Advisor or Wealth Advisor with a demonstrated history of generating revenue, developing long-term client relationships, and successfully building and growing a book of business.

The ideal candidate will bring an existing client base and proven production history while also having the opportunity to capitalize on a strong bank-generated referral network. This is an excellent opportunity for an advisor who wants to continue building their individual practice while gaining access to additional referral opportunities and a broader wealth management platform.

Key Responsibilities

Manage, retain, and expand relationships with existing wealth management clients Develop new client relationships and increase assets under management through personal networks, referrals, and business development Convert bank-generated referrals into new wealth management relationships Build strong partnerships with banking and financial center teams to develop a consistent referral pipeline Provide wealth management and investment guidance based on clients' individual financial objectives Grow overall AUM and revenue production Generate new business through networking, referrals, existing relationships, and other self-generated opportunities Develop deep, long-term relationships with clients and serve as a trusted financial resource Balance independently generated business with opportunities originating through the organization's internal referral network