Job Opportunity: At our organization, you have the chance to propel your career by working in an innovative and collaborative environment that fosters creative problem-solving and challenges conventional thinking. The role of Sr. Manager Wealth Advisor involves working as a fiduciary within a dedicated team to deliver exceptional client experiences by providing personalized service and ongoing advice built on our approach to investing. As a key member of this team, you will work closely with clients to help them manage complex portfolios and achieve their goals using a vast array of products, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and option trading. Key Responsibilities: Deliver high-quality financial plans and portfolios to clients Develop and maintain strong relationships with clients and partners Mentor junior team members and contribute to team growth and development Required Skills and Qualifications: You must possess: A CFP or CFA designation A bachelor's degree An active and valid FINRA Series 7 license An active and valid FINRA Series 66 license Five or more years of advisory experience Benefits: We offer a comprehensive benefits package that includes: 401(k) with company match and Employee stock purchase plan Paid time off for vacation, volunteering, and sabbatical leave Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance What We Offer: We are committed to empowering our employees' personal and professional success through our purpose-driven culture, focus on development, and commitment to workplace flexibility. This role is eligible for bonus or incentive opportunities.