Private Wealth Advisor - Build Your Practice in NY

IDEX Consulting; Wichita (KS); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Employee ownership

Collaborative culture with internalRef

Job summary

IDEX Consulting in the New York metro area is seeking a Private Wealth Advisor to build a client book from scratch or grow an existing one, backed by the firm's resources, brand and referral network.

You'll lead holistic, planning-first wealth management across cash flow, protection, investments and estate planning, collaborating with centralized teams in Denver/Wichita to deliver sophisticated solutions.

Qualifications

• CFP certification or equivalent credential.
• Ability to build a private wealth practice from scratch or grow an existing book.
• Strong client-development and networking skills.

Responsibilities

• Build a private wealth practice using a holistic, planning-first approach.
• Partner with commercial insurers/benefits producers to earn client introductions.
• Serve as primary Advisor across cash flow, protection, investments and estate planning.
• Tap into internal network and collaborate with centralized investment, planning and ops teams to deliver solutions.

Skills

Builder mindset

Business development

Self-starter

Planning-led wealth management

Referral networking

Education

CFP certification

Job description

IDEX Consulting in the New York metro area is seeking a Private Wealth Advisor to build a client book from scratch or grow an existing one, backed by the firm's resources, brand and referral network.

You'll lead holistic, planning-first wealth management across cash flow, protection, investments and estate planning, collaborating with centralized teams in Denver/Wichita to deliver sophisticated solutions.