Senior Wealth Advisor Roles– Boutique RIA / MFO / Large WM shops | Equity Partnership Track

Location: Seattle / PNW region

Firm Overview

Our client is a fast-growing, fee-only boutique RIA based in Upstate New York. Founded in 2015, the firm delivers institutional-quality financial planning and investment advice with the personalized care of a local, high-touch practice.

With a deeply rooted client-first philosophy and a close-knit team culture, this firm is known for proactive service, holistic planning, and disciplined investment management—including unique access to private and alternative investments. Now, they’re looking to add a Senior Wealth Advisor who can step into a lead role and grow into future partnership.

The Opportunity

This is a rare opportunity to take a leadership seat at a successful boutique firm—with a clear, supporte...