Job Description

2B+ AUM

Top Tier National Registered Investment Advisor / Multi-Family Office seeks a Market Leader to serve as the Lead Wealth Advisor to the most complex and sophisticated clientele, mentor the local team of Wealth Advisors, and lead the continued buildout of the region through organic growth. Immediate equity opportunity.

The Opportunity

• Lead a multi-billion dollar team of 8 Wealth Advisors in provide best in class service to high net worth and ultra high net worth clientele
• Serve as the Lead Wealth Advisor to a select group of complex, ultra high net worth clientele
• Help identify and lead the cultural integration of acquired wealth management practices
• Collaborate with dedicated business development professionals to lead the buildout of the region through custodial referral channels and centers of influence
• Opportunity to participate as a contributing member to regional and executive leadership teams through committees and strategic initiatives
• Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives and equity ownership