Senior Wealth Manager

Garry Executive Search has partnered with a well-established, values-driven RIA in Phoenix to identify a Senior Wealth Manager to join their team.

This is a rare opportunity for an experienced advisor to step into a lead role with a respected firm that prioritizes deep client relationships, comprehensive planning, and long-term thinking over sales quotas or short-term production.

About the Role:

The Senior Wealth Manager will serve as a lead advisor for a select group of high-net-worth client relationships. You’ll take point on delivering comprehensive financial planning, investment strategy, and ongoing guidance while collaborating with an experienced internal team of planners, investment professionals, and support staff.

The firm offers a strong client pipeline—so there is no need to bring over a book—but there’s also opportunity for the right candidate to take part in strategic business development efforts, if desired.

Key Responsibilities:

• Act as primary advisor to a set of HNW clients
• Deliver thoughtful, comprehensive financial planning and investment advice
• Coordinate across internal planning, tax, and investment teams
• Help transition new clients into the firm and maintain long-term trust
• Contribute to planning strategy, mentor junior team members, and engage in firm-wide collaboration
• Engage in business development efforts to attract new clients and grow assets under management (AUM)
• Leverage your professional network and reputation to generate new planning opportunities and build long-term client relationships

What We’re Looking For:

• 7 years of experience in financial planning or wealth management
• Strong track record of client relationship management at the HNW level
• CFP®
• Deep understanding of estate, tax, and retirement planning
• Excellent communication and leadership skills
• A client-first mindset and true fiduciary orientation

Compensation & Benefits:

• Competitive base salary plus performance-based bonus tied to firm success and client satisfaction
• Hybrid work model
• Comprehensive benefits package
• Supportive, team-driven culture with strong internal resources
• No sales quotas or product pushes—just meaningful planning work with great clients

How to Apply:

If you’re ready to take the next step in your advisory career with a firm that aligns with your values, we’d love to hear from you. Apply here or reach out directly at mark@garryexecutivesearch.com.

Garry Executive Search is a boutique search firm specializing in recruiting for independent RIAs. We help firms grow by connecting them with top-tier talent—and we help advisors find roles where they can thrive.

Garry Executive Search is an equal opportunity search firm. We are committed to fostering a diverse and inclusive recruitment process and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected status. We encourage applications from all qualified individuals.