Private Wealth Advisor

4B+ AUM RIA

Manhattan, New York

Overview

Independent 4B+ AUM RIA seeks a Wealth Planner to collaborate with firm leadership and its wealth advisors in providing comprehensive wealth and investment management services.

The firm services serving high net worth and ultra-high net worth families (2-50mm net worth’s) with regards to strategic asset allocation, estate, tax and financial planning, retirement planning, cash flow analysis and philanthropic advisory.

Highlights

Serve as the support advisor and financial planner for a sophisticated client base, with a clear track to advance to a Wealth Advisor.

Excellent opportunity for career development, mentorship and training. CFP, JD, LLM, CPA are all highly valued.

Not a commissioned sales role. No portable book required.

Collaborative, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management. Hybrid work environment.

Competitive compensation package including significant base salary, bonuses and excellent benefits. Clear track to ownership and equity