Independent Wealth Advisor - High Earnings, Equity Path

Orion Placement; Wilmington (DE); On-site; USD 150,000 - 350,000; Full time

Benefits offered by this job

Dental insurance

Life insurance

Paid time off

Retirement plan

Vision insurance

Job summary

A boutique independent RIA in Wilmington, North Carolina is seeking an experienced Financial Advisor to lead a new wealth management offering. The role offers autonomy in managing client relationships, creating investment strategies, and delivering comprehensive financial planning. Candidates should have over 4 years of advisory experience, a proven track record with client assets exceeding $35 million, and the relevant licenses. This is a full-time opportunity with a strong path to equity and relocation support available.

Qualifications

• 4+ years of experience in a client-facing advisory role.
• Proven track record with 35,000,000 in portable AUM.
• Strong understanding of financial planning for affluent clients.

Responsibilities

• Lead the growth of a new wealth management offering.
• Manage existing client relationships with full autonomy.
• Deliver holistic wealth management and investment strategy.
• Collaborate with internal teams to align client portfolios.
• Ensure compliance with regulations and firm policies.

Skills

Financial planning

Portfolio construction

Investment advice

Client relationship management

Education

Appropriate licenses such as Series 65

Job description

A boutique independent RIA in Wilmington, North Carolina is seeking an experienced Financial Advisor to lead a new wealth management offering. The role offers autonomy in managing client relationships, creating investment strategies, and delivering comprehensive financial planning. Candidates should have over 4 years of advisory experience, a proven track record with client assets exceeding $35 million, and the relevant licenses. This is a full-time opportunity with a strong path to equity and relocation support available.