Senior Wealth Advisor | Equity Path & Client-First Planning

Next Level Recruiting, LLC; New York (NY); Híbrido; USD 150 000 - 250 000; Tempo integral

Resumo da oferta

Next Level Recruiting, LLC presents a Senior Wealth Advisor opportunity with a leading boutique RIA based in Upstate New York. You will lead a book of high-net-worth clients, collaborating with a team that prioritizes holistic planning over product sales.

The role offers an equity-ownership path, true fiduciary duty, and influence over investment direction while serving sophisticated clients across NY/MD. Remote or hybrid work options are supported.

Qualificações

• 8–10+ years serving HNW clients in an RIA or planning-focused setting.
• CFP or relevant designations required; CFA/CPA or other designations a plus.
• Client-centric leader thriving in boutique, collaborative teams with deep, multigenerational relationships.
• Entrepreneurial mindset focused on growth and long-term equity ownership.

Responsabilidades

• Lead regional advisory relationships and manage a high-net-worth book.
• Contribute to firm strategy and investment direction as a senior partner candidate.
• Foster client trust and multi-generational planning in a fiduciary, no-pressure environment.

Conhecimentos

HNW client experience

Client relationship management

Leadership

Strategic advisory

Formação académica

CFP

CFA

CPA

Descrição da oferta de emprego

Next Level Recruiting, LLC presents a Senior Wealth Advisor opportunity with a leading boutique RIA based in Upstate New York. You will lead a book of high-net-worth clients, collaborating with a team that prioritizes holistic planning over product sales.

The role offers an equity-ownership path, true fiduciary duty, and influence over investment direction while serving sophisticated clients across NY/MD. Remote or hybrid work options are supported.