Equity-Partner Private Wealth Advisor

N10 Assets; Miami (FL); Hybrid; USD 500,000 - 750,000; Full time

Benefits offered by this job

Equity partnership

Health insurance

Dental insurance

Vision insurance

401(k) matching

Forgivable loan

Office shuttle

Meal program

HR benefits via Insperity

Job summary

N10° Wealth and N10° Assets are seeking a Private Wealth Advisor to join two fiduciary platforms with an equity partnership path. Build and manage a transferable client book across high-net-worth relationships while aligning with both advisory entities’ governance and fiduciary standards.

The role emphasizes entrepreneurial leadership, discretion, and driving growth as the firms scale a high-touch wealth and asset management platform.

Qualifications

• Minimum of 10 years of relevant industry experience.
• Minimum annual production of approximately $500,000.
• A transferable book of business.
• Minimum average revenue on assets (ROA) of 75 basis points.
• An established client footprint in Florida and/or the tri-state area preferred.

Responsibilities

• Managing and growing a book of high-net-worth client relationships.
• Delivering holistic wealth management and financial planning solutions tailored to each client's goals.
• Leading client and family meetings, including comprehensive wealth assessments that address each family's full financial picture.
• Facilitating generational wealth transfer and family governance discussions where appropriate.
• Coordinating with clients' existing advisory teams, including tax professionals and estate attorneys, to ensure a fully integrated approach.
• Partnering with firm leadership to help shape the growth of a growing advisory platform.
• Identifying and cultivating new business development opportunities.
• Collaborating with internal teams to ensure a seamless client experience.
• Ensuring that regulatory rules and fiduciary standards are upheld.

Skills

10+ years experience

Transferable book of business

ROA 75 basis points

Job description

N10° Wealth and N10° Assets are seeking a Private Wealth Advisor to join two fiduciary platforms with an equity partnership path. Build and manage a transferable client book across high-net-worth relationships while aligning with both advisory entities’ governance and fiduciary standards.

The role emphasizes entrepreneurial leadership, discretion, and driving growth as the firms scale a high-touch wealth and asset management platform.