Wealth Management Advisor

Overview (New York)Our client is a nationally recognized, independent RIA with over $50BB+ in AUM and a growing presence across 65+ states. The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership.They are seeking experienced Lead Wealth Advisors to join their team in key regions. This is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to partnership and equity.

Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.
The RoleServe as lead advisor for high-net-worth clients and familiesDeliver comprehensive planning: retirement, tax, estate, investments, and moreCollaborate with in-house specialists (planning, investments, tax, estate, client service)Leverage the firm’s marketing, M&A, and referral pipeline to grow your bookLead your client service team and mentor junior staffContribute to internal initiatives and have a voice in firm directionHybrid schedule with flexibility to work remotely and from a local office
Ideal Background8–10+ years of experience serving high-net-worth clientsCFP® or equivalent licenses/certifications; CPA, CFA, or other designations a plusBackground in RIA, private bank, or wirehouse environmentsStrong relationship management and planning expertiseLeadership and growth mindset; team-first approachPortable book not required however would be a plus & easy transition to platform, ability to build/grow relationships is key - Net New Assets 60% split over 12-24 months have HIGH Bonuses & Revenue Multiples. RIA run by Practioners not PE money. Employee owned. xzbcwsv
Why This Platform Stands OutTeam Infrastructure: Advisors are supported by dedicated planners, client service managers, portfolio specialists, and opsGrowth Engine: Robust inbound lead channels, marketing support, and business development teamFull-Service Platform: In-house tax, estate, trust, and investment solutions for true holistic adviceDefined Partnership Track: Transparent path to equity and leadership for high-performing advisorsAdvisor-Centric Culture: Entrepreneurial, collaborative, and built for long-term advisor successCompensation & Benefits: Competitive comp + incentives, 401(k) match, insurance, CE support, and more
This is a rare opportunity to grow your practice with real support, earn your place in a national platform, and focus on what you do best: serving clients.