Wealth Management Advisor

Next Level Recruiting, LLC; New York (NY); Hybrid; USD 150,000 - 250,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

HNW client experience

Client relationship management

Leadership

Strategic advisory

Education

CFP

CFA

CPA

Job description

Location: Hybrid/Remote (based in NY or MD, open to other U.S. regions for the right candidate)

Firm Overview

Our client is a fast-growing, fee‑only boutique RIA based in Upstate New York. Founded in 2015, the firm delivers institutional‑quality financial planning and investment advice with the personalized care of a local, high‑touch practice.

With a deeply rooted client‑first philosophy and a close‑knit team culture, this firm is known for proactive service, holistic planning, and disciplined investment management—including unique access to private and alternative investments. Now, they’re looking to add a Senior Wealth Advisor who can step into a lead role and grow into future partnership.

The Opportunity

This is a rare opportunity to take a leadership seat at a successful boutique firm—with a clear, supported path to equity ownership. You’ll inherit and grow a book of high‑net‑worth relationships, backed by a team that prioritizes quality over quantity and values long‑term planning over product sales. The right candidate may bring a partial book or transition clients over time.

Why This Role Stands Out

• Equity Track: Transparent path to partnership and firm ownership for high‑performing advisors.
• True Fiduciary Environment: No sales quotas. No product pushing. Just real planning and client‑first service.
• High‑Impact Role: Help shape firm strategy, contribute to investment direction, and be a voice at the table.
• Institutional‑Grade Platform: Streamlined operations, cutting‑edge planning tools, and access to alternative investments.
• Flexible & Collaborative Culture: Work remotely or hybrid, with a supportive team that values balance and autonomy.
• Strong Compensation: Competitive base salary, incentive structure, and full benefits (health, 401k match, CE support, E&O, and more).

Who We’re Looking For

• Experienced Advisor: 8–10+ years serving HNW clients in an RIA or planning‑focused setting.
• Credentialed Pro: CFP® or relevant designations required (CFA, CPA, or other designations a plus).
• Client‑Centric Leader: Someone who thrives in a boutique, collaborative team and wants to build deep, multigenerational relationships.
• Entrepreneurial Mindset: Interested in growth, influence, and long‑term equity. (1mm revenue Advisors come in at the partner level).