Founding Wealth Advisor & Equity Partner

Wiseman Family Office; New York (NY); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Equity ownership

Founding partnership

Institutional resources

Job summary

Wiseman Family Office is building a premier wealth advisory platform for UHNW clients across the United States. We are seeking established Wealth Advisors and Private Bankers to join as founding partners, bringing their client books and relationships while earning meaningful equity participation and long-term economics.

Candidates will work with institutional investment capabilities, comprehensive family office services, and a path to ownership from day one.

Qualifications

• Established book of business with transferable client relationships.
• Strong track record in private wealth management and investment advisory.
• Deep relationships with wealthy individuals and families.
• Client-first approach delivering sophisticated wealth management solutions.
• Entrepreneurial mindset and interest in equity ownership.

Responsibilities

• Maintain and grow relationships with UHNW clients and families.
• Provide institutional investment capabilities and family office services.
• Collaborate with founding partners on strategy and growth initiatives.
• Participate in equity-based compensation discussions and ownership plans.

Skills

Established client relationships

Private wealth management

Investment advisory

Entrepreneurial mindset

Equity ownership interest

Job description

Wiseman Family Office is building a premier wealth advisory platform for UHNW clients across the United States. We are seeking established Wealth Advisors and Private Bankers to join as founding partners, bringing their client books and relationships while earning meaningful equity participation and long-term economics.

Candidates will work with institutional investment capabilities, comprehensive family office services, and a path to ownership from day one.