Wealth Management Advisor

Silvertree is hiring two advisors and we are being explicit about something most firms gloss over:Most advisors are not built to excel at both business development and ongoing client planning at the same time. They usually have a clear preference. Our team model lets you lean into that preference. Role 1: Private Wealth Advisor, Growth (COI and new client development)You will spend your time on:Building relationships with COIs (CPAs, attorneys, bankers)Leading new client development conversationsConverting strong-fit prospects into new client relationshipsHanding off the relationship after onboarding to the Client-track advisor, so you stay focused on growthYou are likely a fit if you:Enjoy initiating relationships and creating momentumPrefer variety, outreach, and deal flow over ongoing service queuesWant upside tied to firm growth, not just a personal bookRole 2: Private Wealth Advisor, Client (ongoing relationships and planning execution)You will spend your time on:Owning ongoing client relationships and client experienceBuilding, implementing, and maintaining financial plansTaking over new client relationships immediately after onboarding so the Growth-track advisor can stay focused on growthYou are likely a fit if you:Prefer deep relationships, planning, and executionEnjoy proactive service, review prep, and plan maintenanceWant a stable day-to-day rhythm with meaningful upsideWhat makes this differentYou participate in the enterprise value you help build.Base salary plus cash bonuses that can be used to purchase phantom equity starting day one, so you are not spending years building value for someone else while hoping for equity “someday”.You also get the horsepower of Summit Financial’s extended bench, including advanced planning resources, without the big-firm feel.Benefits (high level)Highly subsidized health insuranceDirect Primary Care (DPC)SIMPLE IRA with 4% matchGenerous PTO, 11 paid holidays, 8 work optional daysPartial or full remote options and flexible work environmentIf you are an advisor who knows which lane you are built for, let's talk.