Senior Wealth Advisor
Role Overview
Senior Wealth Advisor with Stenner Wealth Partners+, a wealth management and multi-family office team serving Canadian and US investors and households.
The team generally serves clients with at least $10 million in investable assets or $25 million in net worth.
The role combines high-touch client relationship management, wealth advice, and business development.
Key Skills for This Role
Full Job Posting
Role overview
Senior Wealth Advisor with Stenner Wealth Partners+, a wealth management and multi-family office team serving Canadian and US investors and households.
The team generally serves clients with at least $10 million in investable assets or $25 million in net worth.
The role combines high-touch client relationship management, wealth advice, and business development.
Client relationship management
- Serve as lead client-service partner for ultra-high-net-worth client families and develop multigenerational relationships.
- Lead client review meetings and coordinate comprehensive wealth advice with clients' professional advisors.
- Maintain a personalized client service model and handle complex matters with timely communication and follow-through.
- Maintain thorough client documentation and meet regulatory and compliance requirements.
Business development and advisory
- Identify and convert prospective client opportunities with senior partners; build relationships and maintain prospect and referral pipelines.
- Participate in prospect meetings, presentations, client events, industry functions, and community activities.
- Present investment strategies and wealth management solutions to clients and prospects.
- Support asset growth, revenue generation, referrals, wallet share, and client retention initiatives.
Candidate profile
- The employer seeks a dedicated professional focused on excellent client service and results.
- High attention to detail and willingness to learn are emphasized.
- Compensation is $150,000–$225,000 annually, depending on experience and credentials.
About the team
Stenner Wealth Partners+ describes itself as a boutique team with a global perspective and a highly personalized approach.
The team aims to grow its business and selectively onboard new client relationships.
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