Senior Wealth Advisor

Wiseman Family Office; New York (NY); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Equity ownership

Founding partnership

Institutional resources

Job summary

Wiseman Family Office is building a premier wealth advisory platform for UHNW clients across the United States. We are seeking established Wealth Advisors and Private Bankers to join as founding partners, bringing their client books and relationships while earning meaningful equity participation and long-term economics.

Candidates will work with institutional investment capabilities, comprehensive family office services, and a path to ownership from day one.

Qualifications

• Established book of business with transferable client relationships.
• Strong track record in private wealth management and investment advisory.
• Deep relationships with wealthy individuals and families.
• Client-first approach delivering sophisticated wealth management solutions.
• Entrepreneurial mindset and interest in equity ownership.

Responsibilities

• Maintain and grow relationships with UHNW clients and families.
• Provide institutional investment capabilities and family office services.
• Collaborate with founding partners on strategy and growth initiatives.
• Participate in equity-based compensation discussions and ownership plans.

Skills

Established client relationships

Private wealth management

Investment advisory

Entrepreneurial mindset

Equity ownership interest

Job description

Founding Wealth Advisor/Equity Partner | Backed by a Prominent American Family

Location: United States – Nationwide

Sector: Private Wealth Management | Multi-Family Office | UHNW

Opportunity: Founding Partnership | Equity Ownership | Wealth Advisory

The Opportunity

Wiseman Family Office is representing a newly established US wealth management platform backed by one of America's most prominent multi-generational families.

With over $1 billion in initial capital, an established institutional investment operation and extensive family office capabilities, the business is building a differentiated wealth management proposition for high-net-worth and ultra-high-net-worth clients.

The firm is seeking a select group of established Wealth Advisors to join during its founding phase, bringing their existing client relationships into a platform offering institutional-quality investment solutions, sophisticated family office services and long-term financial alignment.

This is far more than a traditional Wealth Advisor position. It is an opportunity to become a founding partner, secure meaningful equity participation and help shape the future of a wealth management business backed by substantial generational wealth.

The Backing of an Iconic American Family

Join a business supported by more than $1 billion in initial capital and one of America's most prominent families. With no private equity ownership, the platform is focused on sustainable, long-term value creation.

A Seat at the Table from Day One

Become part of a select founding group with the opportunity to influence the firm's growth, culture and strategic direction. Early partners will receive special consideration within the partnership structure and economics.

Build Equity, Not Just Revenue

Move beyond traditional advisory compensation. Founding advisors will have the opportunity to participate in the long-term enterprise value of the business they help build.

Invest Alongside the Founding Family

Offer clients access to institutional investment capabilities across public markets, private markets and alternative investments, including opportunities to invest alongside the founding family.

Deliver a True Family Office Experience

Access an established suite of family office services spanning tax and estate planning, trusts, insurance, private placement life insurance (PPLI), philanthropy, cash management and concierge services.

Institutional Resources Without Institutional Constraints

Benefit from an experienced investment team, proprietary technology, dedicated client service professionals and sophisticated operational support, allowing greater focus on client relationships and business development.

Exceptional Partnership Economics

The platform offers attractive transition assistance, competitive multiples, revenue-linked compensation and long-term equity participation, with particularly compelling terms available to founding advisors.

Who We're Looking For

We are seeking established Wealth Advisors, Private Bankers and Relationship Managers who have built trusted relationships with high-net-worth and ultra-high-net-worth clients and are ready to take the next step in their careers.

Ideal candidates will bring:

• An established book of business with transferable client relationships.
• A strong track record in private wealth management and investment advisory.
• Deep relationships with wealthy individuals, families and entrepreneurs.
• A client-first approach and the ability to deliver sophisticated wealth management solutions.
• An entrepreneurial mindset and an ambition to help build and grow a business.
• An interest in meaningful equity ownership and long-term wealth creation.

We welcome conversations with experienced professionals across RIAs, private banks, independent wealth management firms and multi-family offices throughout the United States.

An Opportunity to Build Something You Own

For successful advisors who have spent their careers building client relationships and generating revenue for established institutions, this represents an opportunity to benefit from the enterprise value they help create.

Combine your existing client relationships with substantial family backing, institutional investment expertise, comprehensive family office services and a genuine opportunity for equity participation.

This is not simply an opportunity to move your book of business. It is an opportunity to become an owner in the platform you help build.

Confidential Enquiries

Wiseman Family Office welcomes confidential conversations with established Wealth Advisors considering their next move.