ð Join REDW – A Top Workplace!Ready to grow your career somewhere that actually invests in you? At REDW, one of the nation’s largest and fastest-growing accounting and advisory firms, we’re building something special and we want you to be part of it. Recognized as a Top Workplace, we’re known not just for our expertise, but for our people, our culture, and how we show up for each other.With offices across New Mexico, Arizona, Oregon, Oklahoma, and Las Vegas, you’ll have the opportunity to do meaningful work in a collaborative, supportive environment where you can make an impact. Guided by our values Dream Big, Better Together, and Integrity Counts, we push boundaries, support one another, and do the right thing.If you’re ready to grow, be challenged, and actually enjoy the team you’re on, REDW is the place to do it! Senior Wealth AdvisorWhat You’ll DoBuild and manage client relationships (new + existing)Lead client meetings and present recommendationsSupport financial planning and portfolio managementCollaborate with team and Investment CommitteeMaintain systems knowledge and stay current on regulationsImprove processes and contribute to team strategyð¼ What You BringBachelor’s degree7+ years in financial planning/investment managementFinancial accreditations: CPA, PFS, CFP®, or CFA®Strong regulatory history and industry reputationPreffered: Proficiency with Envestnet/Tamarac, Junxure, and Microsoft OfficePreferred: Securities 65 or 66 licenseð¡ What Sets You ApartExperience managing complex client relationshipsStrong communication and presentation skillsProven client acquisition and service experienceCritical thinker with strong organization and attention to detailTeam-oriented, self-starter mindsetKnowledge of RIA/wealth management operationsð Why You’ll Love Working at REDWCompensationSalary range: $121,265 - $170,000 (plus eligibility for variable compensation)Final offer based on location, experience, skills, licensure, and business needCommitment to fair and equitable pay practicesBenefitsMedical, dental, vision, life, disability401(k) with matchHSA and FSA optionsWork-Life & WellnessFlexible PTO + 10 holidaysMonthly wellness reimbursementGrowth & DevelopmentLearning platform + credential supportOngoing development resourcesRemote Support$150 annual WFH allowanceTech providedCultureAward-winning workplaceStrong focus on collaboration and inclusionEqual Opportunity EmployerREDW values diversity and is committed to equal opportunity in the workplace. We do not discriminate based on race, color, religion, gender, national origin, age, disability, sexual orientation, or any other protected status.If you require a reasonable accommodation during the hiring process, please email us at redwrecruitingteam@redw.com.PayTypeSalary
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