Lead Family Office Wealth Advisor — Equity Path (Hybrid)

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

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.