Senior Wealth Advisor.

Schuback Search Associates; New York (NY); Remote; USD 637,000 - 750,000; Full time

Job summary

A rapidly growing Wealth Management firm is seeking a highly experienced Senior Wealth Advisor / Manager to work with high net worth individuals. The role offers a competitive compensation package exceeding $750k annually, flexible remote work, and excellent benefits including unlimited paid time off. Successful candidates must have a transferable book of client assets greater than $25 million to immediately contribute to the firm's growth.

Benefits

Unlimited paid time off

Top-notch medical, dental, and vision plans

401(k) plan

Company holidays

Qualifications

• Must have a transferable book of client assets greater than $25 million.
• Experience with high net worth individuals and families.
• Proven track record in wealth management.

Responsibilities

• Provide comprehensive wealth management services.
• Develop and maintain client relationships.
• Create investment and financial plans tailored to client needs.

Skills

Transferable book of client assets

Investment management

Financial planning

Tax planning

Estate planning

Job description

Overview

We are seeking a highly experienced Senior Wealth Advisor / Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. Our client is a leader in the industry, providing cutting-edge financial services and technology to help clients achieve their financial goals. As a Senior Wealth Advisor / Manager, you will have the opportunity to work with high net worth individuals and families, providing comprehensive wealth management services that include investment management, financial planning, tax planning, and estate planning. To be successful in this role, it is essential that you bring with you a transferable book of client assets that is greater than $25 million. This will allow you to hit the ground running and immediately contribute to the growth of our firm.

Compensation & Benefits

In return for your expertise and contributions, this firm offers a highly competitive compensation package that includes up to 750k or more per year through Revenue Participation, Bonuses, and Equity. This firm strongly believes in rewarding their employees for their hard work and dedication. One of the unique benefits of this opportunity is the flexibility to work fully remotely. This firm understands the importance of work-life balance and strive to create an inclusive and supportive work environment for all their employees. In addition, they provide top-notch medical, dental, and vision plans along with unlimited paid time off and company holidays. You will also have access to a 401(k) plan and other outstanding benefits.

Additional Information

Please note that even if you are bound by non-compete or non-solicitation agreements with your current or past employer, we still encourage you to apply for this role. We are an equal opportunity employer. All applications will be kept confidential.