Job Overview Be a strategist. Be a guide. Be the difference. Why This Role Matters Money is personal. At its best, financial advice changes lives. As a Senior Financial Advisor, you won’t just manage portfolios—you’ll help families retire with confidence, entrepreneurs turn success into security, and communities build generational wealth. This role is designed for a seasoned advisor who excels in building lasting relationships, delivering sophisticated planning, and creating meaningful impact for clients. You’ll be trusted to shape strategy, grow a sophisticated boo