Senior Wealth Advisor (On-Site)

Join REDW A Top Workplace!Ready to grow your career somewhere that actually invests in you At REDW one of the nations largest and fastest-growing accounting and advisory firms were building something special and we want you to be part of it. Recognized as a Top Workplace were known not just for our expertise but for our people our culture and how we show up for each offices across New Mexico Arizona Oregon Oklahoma and Las Vegas youll have the opportunity to do meaningful work in a collaborative supportive environment where you can make an impact. Guided by our values Dream Big Better Together and Integrity Counts we push boundaries support one another and do the right youre ready to grow be challenged and actually enjoy the team youre on REDW is the place to do it! Senior Wealth AdvisorWhat Youll DoBuild and manage client relationships (new existing)Lead client meetings and present recommendationsSupport financial planning and portfolio managementCollaborate with team and Investment CommitteeMaintain systems knowledge and stay current on regulationsImprove processes and contribute to team strategy What You BringBachelors degree7 years in financial planning/investment managementFinancial accreditations: CPA PFS CFP or CFAStrong regulatory history and industry reputationPreffered:Proficiency with Envestnet/Tamarac Junxure and Microsoft OfficePreferred: Securities 65 or 66 license What Sets You ApartExperience managing complex client relationshipsStrong communication and presentation skillsProven client acquisition and service experienceCritical thinker with strong organization and attention to detailTeam-oriented self-starter mindsetKnowledge of RIA/wealth management operations Why Youll Love Working at REDWCompensationSalary range: $121265 - $170000 (plus eligibility for variable compensation)Final offer based on location experience skills licensure and business needCommitment to fair and equitable pay practicesBenefitsMedical dental vision life disability401(k) with matchHSA and FSA optionsWork-Life & WellnessFlexible PTO 10 holidaysMonthly wellness reimbursementGrowth & DevelopmentLearning platform credential supportOngoing development resourcesRemote Support$150 annual WFH allowanceTech providedCultureAward-winning workplaceStrong focus on collaboration and inclusionEqual Opportunity EmployerREDW 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 you require a reasonable accommodation during the hiring process please email us