Lead Wealth Management Advisor

Lead Wealth Management Advisor

About the Company

An esteemed wealth management firm recognized nationwide.

Industry

Financial Services

Type

Privately Held

About the Role

The Company is looking for a Lead Wealth Management Advisor to join our dynamic team. In this pivotal role, you will be entrusted with transitioning the most valuable client relationships from the Founding Partner over the next 2-3 years, with a clear pathway to equity partnership. As the lead advisor for ultra-high net worth households, you will provide unparalleled service and support.

In this position, you will benefit from comprehensive planning resources, including in-house tax, compliance, and estate planning teams, supported by the strength of a national platform. Candidates must possess a minimum of 10 years of wealth management experience, with at least 5 years as a lead advisor for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

The ideal candidate has a proven track record in the industry, excels at creating and managing well-balanced, risk-adjusted portfolios, and has an in-depth understanding of individual securities, fixed income, high-quality ETFs, and alternative investments. You will thrive in a collaborative culture that emphasizes employee-owned leadership and a commitment to securing the best outcomes for our clients. Exceptional advancement potential and equity opportunities await the right individual.

Hiring Manager Title

Founding Partner

Travel Percent

Less than 10%

Functions

• Finance