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° is a Greenwich, Connecticut-based enterprise comprising two distinct fiduciary operating entities registered with the SEC—N10° Wealth, an exclusive planning and investment advisory service, and N10° Assets, a creator of wholesale managed investment products.

The two firms operate independently, with their own governance, their own fiduciary obligations, and their own regulatory architectures. Connecting them is a shared intellectual heritage and a commitment to the clients and institutions who entrust capital to either.

Overview

N10° is seeking a talented, proven Private Wealth Advisor with an established track record and a transferable book of business to join its growing team, with the opportunity to come on board as an equity partner. This is a unique opportunity to work across both advisory firms as they build and scale a high-touch wealth and asset management platform, with the chance to contribute meaningfully to an enterprise in its earliest stages. This is a highly selective search for an advisor who wants a true ownership stake in what they help build, rather than simply manage one.

This role requires professionalism, sound judgment, and a client-first approach, along with high integrity and discretion in handling sensitive information. The ideal candidate is a self-starter who thrives in an entrepreneurial environment and is ready to help lead the next stage of growth at a fast-growing firm.

Key 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.

Primary 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.

Why Join N10°:

• A fast-growing firm actively investing in and acquiring top advisor talent.
• The opportunity to join as an equity partner, not just an employee.
• A highly selective opportunity, as there is only one seat available.
• Independent platform: freedom to serve clients without product bias or institutional constraints.
• Access to institutional-grade custody and investment capabilities through Goldman Sachs and the Dynasty network.
• Access to Insperity's benefits and HR offerings.
• Safe harbor match on the 401(k) plan.
• Forgivable loan amortization.

Location:

N10° is headquartered in Greenwich, Connecticut, and offers flexibility for advisors with an established footprint in Florida and/or the tri-state area. N10° can secure flexible office space in metro areas nationwide to support advisors working outside of Greenwich.

Compensation for this role is structured around production and includes the opportunity for equity partnership. In addition, N10° offers health, dental, and vision insurance, a safe harbor match on its 401(k) plan, forgivable loan amortization, access to Insperity's benefits and HR offerings, complimentary breakfast and lunch, and free shuttle service from the Greenwich, CT train station to the office.

N10° Wealth provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.