Wealth Management Advisor

Next Level Recruiting, LLC; New York (NY); Hybrid; USD 180,000 - 260,000; Full time

Benefits offered by this job

Competitive compensation

Incentives

401(k) match

Insurance

CE support

Job summary

Next Level Recruiting, LLC is seeking an experienced Lead Wealth Advisor to serve high‑net‑worth clients with comprehensive retirement, tax, estate, and investment planning. You will collaborate with planning, investments, tax, and client service specialists and leverage the firm’s growth channels to expand your book.

The role emphasizes leadership, team mentorship, and strategic input, with a hybrid schedule allowing remote work and local office presence.

Qualifications

• 8–10+ years of experience serving high-net-worth clients.
• CFP or equivalent licenses/certifications; CPA, CFA, or other designations a plus.
• Background in RIA, private bank, or wirehouse environments.
• Strong relationship management and planning expertise.
• Leadership and growth mindset; team-first approach.
• Portable book not required however would be a plus & easy transition to platform.

Responsibilities

• Serve as lead advisor for high-net-worth clients and families.
• Deliver comprehensive planning: retirement, tax, estate, investments, and more.
• Collaborate with in-house specialists (planning, investments, tax, estate, client service).
• Leverage marketing, M&A, and referral pipeline to grow your book.
• Lead client service team and mentor junior staff.
• Contribute to internal initiatives and have a voice in firm direction.

Skills

Client management

Financial planning

Leadership

Mentoring

Business development

Education

CFP or equivalent

CPA

CFA

Job description

Our client is a nationally recognized, independent RIA with over $40B+ in AUM and a growing presence across 45+ 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 potential equity.

The Role

• Serve as lead advisor for high-net-worth clients and families
• Deliver comprehensive planning: retirement, tax, estate, investments, and more
• Collaborate with in-house specialists (planning, investments, tax, estate, client service)
• Leverage the firm’s marketing, M&A, and referral pipeline to grow your book
• Lead your client service team and mentor junior staff
• Contribute to internal initiatives and have a voice in firm direction
• Hybrid schedule with flexibility to work remotely and from a local office

Ideal Background

• 8–10+ years of experience serving high-net-worth clients
• CFP® or equivalent licenses/certifications; CPA, CFA, or other designations a plus
• Background in RIA, private bank, or wirehouse environments
• Strong relationship management and planning expertise
• Leadership and growth mindset; team-first approach
• Portable book not required however would be a plus & easy transition to platform, ability to build/grow relationships is key

Why This Platform Stands Out

• Team Infrastructure: Advisors are supported by dedicated planners, client service managers, portfolio specialists, and ops
• Growth Engine: Robust inbound lead channels, marketing support, and business development team
• Full-Service Platform: In-house tax, estate, trust, and investment solutions for true holistic advice
• Defined Partnership Track: Transparent path to equity and leadership for high-performing advisors
• Advisor-Centric Culture: Entrepreneurial, collaborative, and built for long-term advisor success
• Compensation & 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.