Financial Advisor, Private Markets Platform (Series 7 & 63)

About the firmOur client is an established independent wealth management firm headquartered in New York, with a branch in Holmdel, NJ. What sets it apart is an in-house, affiliated late-stage venture manager. That gives its advisors private-market access most firms can’t match: dedicated single-company fund series, secondary shares, and special purpose vehicles.

Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.
The advantage: offer your clients SpaceX and other names they ask aboutMost advisors have to tell clients, “We don’t have access to that,” when they ask about the hottest private companies. Here, you won’t.
SpaceX: the firm’s affiliated manager has run a dedicated SpaceX fund series.Shield AI: it participated in the AI defense company’s $1.5B Series G in July 2026.A track record clients recognize: its highlighted exits include Palantir, Uber, Airbnb, Spotify, Snap, Slack, Pinterest and Lyft.Focus on tomorrow’s leaders: late-stage private companies in AI, defense tech, fintech, infrastructure and the space economy.
That’s a conversation your competitors can’t have. It’s a reason for affluent clients, founders and business owners to bring their full relationship to you.
The roleBuild and grow a book of affluent clients, founders and business owners using a complete toolkit: brokerage, advisory and hybrid accounts, plus private-market products for qualified clients. You’ll work directly with senior leadership in the Holmdel office.
What you’ll doBuild relationships with high-net-worth individuals, executives, and business ownersLead discovery meetings and deliver tailored portfolio recommendationsGive qualified clients access to private companies like SpaceX through the firm’s affiliated manager, alongside traditional strategiesGrow your practice through referrals, networking, and community presence across Monmouth County and the tri-state area
What you bringActive Series 7 and 63 licensesAt least 1 year of experience as a financial advisorAn entrepreneurial mindset and the drive to build your own bookCreative, outside-the-box problem solvingCoachability and a strong work ethicFormer college athlete a plus
CompensationBase salary· No cap on commission · Unlimited earning potential
How to applyApply here, or reach out confidentially to Marc Elia at UpTick Consulting Partners in Red Bank, NJ:646.734.0334 · ·
All inquiries are confidential. Our services are at no cost to advisors.
Private-market investments are available only to qualified investors, are illiquid and speculative, and depend on availability. Company names reflect the affiliated manager’s past and current holdings and exits and imply no endorsement by those companies. xzbcwsv
Our client is an equal opportunity employer.
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