Who We Are
Priano Solutions is a search firm committed to placing only the best Advisors in top Wealth Management firms. We specialize in connecting exceptional advisors with firms that offer significant growth opportunities, advanced resources, and potential for ownership or equity stakes.

What We’re Looking For
We seek experienced Senior Financial/Wealth Advisors to join dynamic Registered Investment Advisors (RIAs). These advisors should have a proven track record of leadership, strategic vision, and advanced client management skills. Ideal candidates will bring an entrepreneurial spirit and a drive to lead clients and teams effectively. We are looking for individuals ready to take on substantial responsibilities, with the potential for ownership or equity participation at the firms we represent.

What You’ll Do

Client Relationship Management:
- Cultivate and maintain deep, trusting relationships with high-net-worth and ultra-high-net-worth clients.
- Lead comprehensive consultations to thoroughly understand and address clients' financial goals, risk tolerance, and overall financial situation.
- Act as a primary point of contact, providing high-level guidance and tailored solutions to meet clients’ evolving needs.
Financial Planning:
- Provide advanced financial advice and create complex, comprehensive financial plans, including sophisticated retirement planning, tax optimization, estate planning, and investment strategies.
- Continuously monitor, refine, and adjust financial plans based on changes in clients’ circumstances and market conditions.
- Oversee the integration of various financial strategies to ensure cohesive and effective planning.
Investment Management:
- Collaborate with senior portfolio managers to develop and implement optimal asset allocation and investment strategies.
- Directly manage and advise clients on investment portfolios, ensuring alignment with long-term objectives and market opportunities.
- Evaluate and adjust investment strategies based on performance and client feedback.
Client Communication:
- Regularly engage with clients through strategic communication, providing updates and insights on financial plans, investments, and market conditions.
- Address complex client inquiries and provide expert guidance on financial matters, demonstrating advanced problem-solving skills.
Data Management:
- Oversee the review, interpretation, and summarization of complex client data for input into financial planning software.
- Ensure accuracy and completeness of client records, including held-away assets, and manage data updates.
Annual Reviews:
- Lead annual review meetings with clients to evaluate financial plans, assess performance, and make necessary adjustments.
- Identify opportunities to expand client relationships and integrate additional assets into their financial strategies.
Collaboration:
- Work closely with the firm’s leadership team and other senior professionals to drive strategic objectives and support client needs.
- Contribute to team projects and participate in firm-wide initiatives, providing leadership and strategic input.
Client Experience:
- Strive to deliver an exceptional client experience by providing high-quality service and proactively addressing client needs.
- Continuously seek ways to enhance client satisfaction and engagement.
Professional Development:
- Engage in ongoing professional development to stay at the forefront of industry trends, regulatory changes, and advanced financial strategies.
- Pursue relevant certifications and educational opportunities to enhance expertise and leadership capabilities.
Marketing and Business Development:
- Lead efforts to develop local centers of influence and engage in key marketing initiatives.
- Represent the firm at high-profile client-focused events and contribute to business development efforts to expand the firm’s reach and influence.

You Will Have

A strong foundation of integrity and high emotional intelligence, with a proven ability to build and sustain client trust and leadership within a team environment.
5+ years of experience in the financial services industry, with a focus on financial planning, investment management, and senior client relationship management.
Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field. Advanced certifications (e.g., CFP®, CFA) are highly preferred.
Extensive experience with financial planning software and tools.
Advanced analytical and problem-solving skills, with the capability to conduct comprehensive financial analyses and develop sophisticated strategies.
Excellent written and verbal communication skills, with the ability to convey complex financial concepts clearly and effectively to diverse audiences.
A strong commitment to fiduciary standards and client-first approach, delivering exceptional service and strategic value.
Demonstrated ability to lead teams, collaborate with other professionals, and drive firm-wide initiatives.

Bonus Points For These

FINRA Series 7 & 66 (or 63 & 65)
CFP® or equivalent
Significant experience with high-net-worth (HNW) or ultra-high-net-worth (UHNW) clients
Life & Health Insurance License

Senior Financial / Wealth Advisor (Gene...