Senior Wealth Advisor

We are seeking experienced and dynamic Senior Wealth Advisors specializing in real estate to join our expanding advisory team. The Senior Wealth Advisor will be responsible for developing and managing high-net-worth client portfolios, providing strategic investment advice, and driving wealth generation through real estate investment strategies.

Key Responsibilities:

• Client Acquisition: Develop and manage a network of HNI clients seeking wealth creation through real estate investments.
• Investment Advisory: Provide strategic investment advice on fractional ownership, real estate funds, and related wealth-building products.
• Portfolio Management: Manage and optimize client portfolios for long-term wealth generation and capital appreciation.
• Relationship Management: Build lasting relationships with clients through trust, transparency, and effective wealth management strategies.
• Market Analysis: Conduct real estate market analysis to identify high-potential investment opportunities.
• Sales Leadership: Achieve individual and team-based sales targets for real estate investment products.
• Compliance: Ensure all advisory services comply with financial regulations and company policies.

Key Performance Indicators (KPIs):

• Client Acquisition: Onboard and manage a defined number of HNI clients annually.
• Portfolio Performance: Achieve optimal returns for client portfolios based on investment strategies.
• Revenue Generation: Meet revenue and sales targets through advisory services.
• Client Satisfaction: Maintain high client retention rates and positive feedback scores.

Qualifications:

• Bachelors/Master’s degree in Finance, Business Administration, Real Estate Management, or a related field.
• 5+ years of experience in wealth advisory, financial planning, or real estate investment advisory.
• Proven success in managing HNI client portfolios and achieving wealth growth targets.
• Strong knowledge of real estate investment strategies, fractional ownership models, and capital markets.
• Excellent interpersonal, communication, and negotiation skills.

Certification in Wealth Management (CFA, CFP, NISM) preferred.