Private Wealth Advisor - Equity Partner Opportunity

N10 Assets; New York (NY); Hybrid; USD 500,000 - 750,000; Full time

Benefits offered by this job

Equity partnership

Goldman Sachs custody access

Dynasty network access

Insperity HR offerings

401(k) safe harbor match

Forgivable loan amortization

Complimentary meals

Free shuttle to Greenwich office

Flexible nationwide office space

Job summary

N10° Wealth and N10° Assets are seeking a talented Private Wealth Advisor with a proven track record and a transferable book of business to join and grow a high-touch wealth platform. This role offers an equity partnership on an entrepreneurial platform spanning both advisory firms.

The candidate should bring a minimum of 10 years in the industry, a ~$500k annual production, and an established client footprint in Florida or the tri-state area; responsibilities span wealth planning, client

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

Minimum ROA 75 bps

High-net-worth client management

Florida/tri-state footprint

Job description

N10° Wealth and N10° Assets are seeking a talented Private Wealth Advisor with a proven track record and a transferable book of business to join and grow a high-touch wealth platform. This role offers an equity partnership on an entrepreneurial platform spanning both advisory firms.

The candidate should bring a minimum of 10 years in the industry, a ~$500k annual production, and an established client footprint in Florida or the tri-state area; responsibilities span wealth planning, client