Private Wealth Advisor: Build Your Practice

IDEX Consulting; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

W-2 employment

Direct employee ownership

Centralized support

Collaborative culture

Job summary

IDEX Consulting is launching a private wealth practice in the New York metro area. As the first dedicated Private Wealth Advisor in the region, you will build your own book from scratch or, if experienced, grow an existing one—backed by the resources, brand and referral network of a well-established, employee-owned national insurance brokerage.

You will manage a holistic wealth plan across cash flow, protection, investments and estate planning, collaborating with centralized teams and an

Qualifications

• CFP certification required.
• Mid-career with builder mindset and ability to develop a book.
• Entrepreneurial hunter who enjoys business development.
• Self-starter who can work locally while collaborating with a remote team.
• Believer in planning-led wealth management and cross-referrals.

Responsibilities

• Build a private wealth practice using a planning-first approach.
• Partner with insurance and benefits producers to earn client introductions.
• Serve as primary advisor across cash flow, protection, investments and estate planning.
• Tap into an internal network, including 60,000+ advised retirement plan participants and corporate Executives.
• Work with centralized investment, planning and ops teams to deliver sophisticated solutions.

Skills

CFP certification

Entrepreneurial mindset

Business development

Self-starter

Client relationship skills

Job description

IDEX Consulting is launching a private wealth practice in the New York metro area. As the first dedicated Private Wealth Advisor in the region, you will build your own book from scratch or, if experienced, grow an existing one—backed by the resources, brand and referral network of a well-established, employee-owned national insurance brokerage.

You will manage a holistic wealth plan across cash flow, protection, investments and estate planning, collaborating with centralized teams and an