Senior Wealth Advisor

Company DescriptionMeira Wealth is a fee-only RIA with over $330 Million in AUM that has spent nearly three decades dedicated to positively impacting the financial lives of our clients. We believe financial advice is deeply personal — shaped as much by values, life story, and aspirations as by numbers and strategies. We care more about maximizing Return on Life than return on investments.We're looking for a Senior Wealth Advisor who shares our commitment to doing great work for clients while having fun doing it, and is committed to ongoing growth personally and professionally, going the extra mile for clients in a deeply caring way.Role DescriptionThe Senior Wealth Advisor will be responsible for providing comprehensive financial and retirement planning, managing investment portfolios through the firm's investment models, and delivering tailored wealth management services to clients. This role is ideal for an experienced advisor who views financial planning as more than a technical exercise — someone genuinely curious about life planning, integrative wealth approaches, behavioral finance, and the psychology behind client decisions.What you'll do Serve as primary advisor for client relationships, building deep trust that creates clients for lifeDevelop and deliver comprehensive financial plans covering retirement, investments, tax, estate, insurance, and cash flowMentor and develop Client Advisors and AssociatesStay abreast of portfolio strategies and participate in the investment committee for the firmContribute to growth through prospecting, referrals, and marketingInvest in your own learning and share insights with the teamQualificationsCFP® required (or comparable wealth planning expertise)7+ years client-facing experienceStrong technical command of financial planning,Proficiency in Investments and Finance, including portfolio management and market analysisProven expertise in Wealth Management Services, addressing diverse client needsExcellent communication and relationship-building skillsInterest in holistic planning practices (life planning, behavioral finance, client psychology)Experience with eMoney, Salesforce, Holistiplan, Addepar, Schwab and Fidelity custodial platforms (preferred)Ability to work in a collaborative team environment while independently managing client relationshipsCommitment to maintaining ethical and fiduciary standardsWhat We Offer Base $120K+ -- pay determined based on experience, credentials, and expectations of revenue under management Incentive compensation based on new client growth introduction and firm growth 401(k) with matchPaid medical insurance, and access to dental, vision, disability, life and other insurance programsVery flexible PTO Professional development support and reimbursement programsFuture ownership potential opportunities Collaborative, growth-oriented culturePro-Bono time allocation for community service Apply with resume and brief cover letter describing your experience and what draws you to Meira Wealth. Meira Wealth is an Equal Opportunity Employer.