Wealth Management Advisor

Next Level Recruiting, LLC; New York (NY); Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Competitive compensation and incentives

401(k) match

Insurance benefits

Continuing education support

CE support

Job summary

A leading recruitment agency is seeking a Senior Wealth Advisor in New York. This role involves serving high-net-worth clients, delivering comprehensive planning, and leveraging marketing support for client acquisition. The ideal candidate has 8-10 years of experience and relevant certifications. This position offers a hybrid schedule and a defined partnership track.

Qualifications

• 8–10+ years of experience serving high-net-worth clients.
• Strong relationship management and planning expertise.
• Portable book not required, but easy transition to platform.
• Strong relationship management and planning expertise.
• Leadership, growth mindset, and a team-first approach.
• Ability to build/grow relationships and portfolio.

Responsibilities

• Serve as lead advisor for high-net-worth clients.
• Deliver comprehensive planning: retirement, tax, estate, investments.
• Collaborate with in-house specialists.
• Leverage marketing, M&A, and referral pipeline to grow your book.
• Lead client service team and mentor junior staff.
• Contribute to internal initiatives and have a voice in firm direction.
• Hybrid schedule with flexibility to work remotely and from a local office.

Skills

Relationship management

Planning expertise

Leadership mindset

Client acquisition

Business development

Education

CFP or equivalent licenses/certifications

CPA, CFA or other designations

CFA

Tools

Planning platform

Job description

Overview

Our client is a nationally recognized, independent RIA with over $40B+ in AUM and a growing presence across 35+ states. The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership. They are seeking experienced Senior Wealth Advisors to join their team in key regions. This is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to partnership and potential equity.

The Role

• Serve as lead advisor for high-net-worth clients and families
• Deliver comprehensive planning: retirement, tax, estate, investments, and more
• Collaborate with in-house specialists (planning, investments, tax, estate, client service)
• Leverage the firm’s marketing, M&A, and referral pipeline to grow your book
• Lead your client service team and mentor junior staff
• Contribute to internal initiatives and have a voice in firm direction
• Hybrid schedule with flexibility to work remotely and from a local office

Ideal Background

• 8–10+ years of experience serving high-net-worth clients
• CFP® or equivalent licenses/certifications; CPA, CFA, or other designations a plus
• Background in RIA, private bank, or wirehouse environments
• Strong relationship management and planning expertise
• Leadership and growth mindset; team-first approach
• Portable book not required however would be a plus & easy transition to platform, ability to build/grow relationships is key

Why This Platform Stands Out

• Team Infrastructure: Advisors are supported by dedicated planners, client service managers, portfolio specialists, and ops
• Growth Engine: Robust inbound lead channels, marketing support, and business development team
• Full-Service Platform: In-house tax, estate, trust, and investment solutions for true holistic advice
• Defined Partnership Track: Transparent path to equity and leadership for high-performing advisors
• Advisor-Centric Culture: Entrepreneurial, collaborative, and built for long-term advisor success
• Compensation & Benefits: Competitive comp + incentives, 401(k) match, insurance, CE support, and more

This is a rare opportunity to grow your practice with real support, earn your place in a national platform, and focus on what you do best: serving clients.

Seniorities

• Director

Employment

• Full-time

Job function

• Finance, Business Development, and Sales
• Industries: Financial Services, Investment Management, and Investment Advice