Build the next chapter of your career with an independent fiduciary firm.

Townsend Wealth Management is celebrating its 25th year as an independent, fee-only fiduciary firm serving affluent individuals and families. We are seeking an experienced advisor who wants to build something meaningful, not simply hit another production target. If you're passionate about building lasting client relationships, delivering comprehensive financial planning, and helping shape the future of an established independent RIA, we'd welcome the opportunity to talk.

Why Townsend Wealth Management?

• Independent, fee-only fiduciary firm
• Established reputation serving affluent individuals and families
• Comprehensive financial planning, not product sales
• Defined path to leadership and potential equity participation
• Collaborative team environment
• Investment management supported by disciplined research
• Strong operational support
• Modern technology platform

Our Philosophy

We believe financial advice begins with understanding people, not portfolios. Our planning process helps clients make informed financial decisions throughout every stage of life. Investment management is disciplined, evidence-based, and tax-aware, emphasizing long-term outcomes over short-term market predictions.

Leadership Opportunity

As a Senior Wealth Advisor, you'll serve as both a trusted advisor and a leader within the firm. You'll strengthen our planning process, contribute to investment strategy, and help shape the firm's future. You will:

• Mentor and develop advisors and team members
• Help to continuously refine the firm's planning and investment processes
• Represent the firm within the community and profession
• Serve as the primary advisor for affluent individuals and families
• Develop comprehensive financial plans that give clients clarity and confidence in their financial future
• Deliver disciplined, evidence-based investment advice
• Help grow the firm through client relationships and business development

We offer a competitive compensation, comprehensive benefits, and a long-term incentive program aligned with leadership and firm growth.

The Ideal Candidate

• Demonstrates the highest standards of ethics, integrity, professionalism, and fiduciary responsibility
• Wants to help build a firm rather than simply work for one
• Has a proven track record of serving affluent individuals and families
• Believes comprehensive financial planning creates better outcomes than product sales
• Enjoys developing long-term client relationships
• Has an existing network or portable client relationships
• Is energized by collaborating with experienced professionals
• Communicates complex financial concepts with clarity and confidence
• Holds the CFP® certification or is actively pursuing it

Your Opportunity

If you're an experienced advisor who values fiduciary advice and wants to help shape the future of an independent wealth management firm, we'd welcome a confidential conversation, even if you're not actively exploring new opportunities.

What Success Looks Like

Within your first few years, you'll:

• Build trusted relationships with affluent client families
• Grow your practice through referrals and professional relationships
• Help attract, develop, and retain exceptional talent
• Strengthen our planning and investment processes
• Contribute to strategic initiatives that support the firm's long-term growth
• Earn increasing leadership responsibility and become a candidate for equity participation

Pay: $100,000.00 - $400,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Financial planning services
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Parental leave
• Professional development assistance
• Tuition reimbursement
• Vision insurance

Application Question(s):

• How many years have you served as the primary advisor for client relationships?

Work Location: In person