Senior Wealth Advisor

Career Development Partners; 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 provide investment management and comprehensive wealth management services for high net worth individuals and families. A transferable book of client assets greater than $25 million is essential. This role offers a highly competitive compensation package including opportunities for revenue participation, bonuses, and equity, with a fully remote work option.

Benefits

Highly competitive compensation package

Fully remote work option

Medical, dental, and vision plans

Unlimited paid time off

Company holidays

401(k) and other benefits

Qualifications

• Transferable book of client assets greater than $25 million.

Responsibilities

• Provide investment management and oversight for high net worth clients.
• Deliver comprehensive financial planning, tax planning, and estate planning services.
• Leverage a transferable book of client assets greater than $25 million to drive growth and client relationships.

Skills

Investment management

Financial planning

Tax planning

Estate planning

Job description

Overview

Please note: All interviews and applications are kept confidential.

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.

Responsibilities

• Provide investment management and oversight for high net worth clients.
• Deliver comprehensive financial planning, tax planning, and estate planning services.
• Leverage a transferable book of client assets greater than $25 million to drive growth and client relationships.

Qualifications

• Transferable book of client assets greater than $25 million.

Compensation and Benefits

• Highly competitive compensation package including up to 750k+ per year through Revenue Participation, Bonuses, and Equity.
• Fully remote work option.
• Medical, dental, and vision plans; unlimited paid time off; company holidays; 401(k) and other benefits.

Additional

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.