Senior Wealth Advisor/Partner

Senior Wealth Advisor / PartnerMultiple Markets | Growth Opportunities AvailableBuild Your Practice. Own Your Future.

Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity
Our client is a well-established, multi-billion-dollar independent wealth management firm seeking experienced Wealth Advisors, Advisor Teams, and Independent Practices interested in accelerating the next stage of their business.
This opportunity combines entrepreneurial freedom with institutional resources, allowing advisors to maintain greater control over their practice while benefiting from sophisticated technology, compliance, operations, and transition support.
If you're looking for stronger economics, long-term ownership, and a platform built for growth, we'd welcome a confidential conversation.What We're Looking ForIdeal candidates possess:Approximately $750K+ T12 production and/or $50M+ in client assets8+ years of wealth management experienceStrong relationships with affluent, HNW, or UHNW clientsDemonstrated business development successComprehensive planning mindsetEntrepreneurial spiritWe're interested in speaking with:Individual AdvisorsAdvisor TeamsIndependent PracticesBank AdvisorsWirehouse AdvisorsHybrid AdvisorsWhy Advisors Consider This OpportunityGreater IndependenceMore control over your practiceFlexibility to build your own teamAbility to shape your client experienceLong-term ownership opportunities
Attractive EconomicsCompetitive advisor payout structureEquity participation opportunitiesAbility to build enterprise valueFlexible succession planningBest-in-Class Transition SupportA dedicated transition team helps manage:LegalOperationsClient onboardingTechnology migrationTransition planningAllowing advisors to remain focused on their clients throughout the process. xzbcwsv Client FocusOur client primarily serves:High-Net-Worth FamiliesBusiness OwnersCorporate ExecutivesMulti-Generational FamiliesUltra-High-Net-Worth ClientsThis Opportunity May Be Right For You If... You're looking for:Greater autonomyStronger long-term economicsEquity ownershipSuccession planning flexibilityInstitutional resources without sacrificing independenceA platform designed to help you growAdditional information regarding our client, platform, advisor economics, and transition support will be shared with qualified candidates during the interview process.