Job Description

Private Wealth Advisor

20M+ Level Clientele

NYC

Well established Ultra High Net Worth Private Client Division seeks a Senior Wealth Advisor to build and grow a client base from external networking and extensive internal referral channels in NYC.

World renowned investment platform of Fortune 500 Company

35B+ Privately Owned RIA; Average client 20M investable assets

The Firm offers comprehensive financial, estate, tax and retirement planning for ultra high net worth individuals, foundations and endowments including many celebrities, entrepreneurs, and tech professionals.

Highlights

• Substantial internal flow of leads for new client acquisition
• Extremely low advisor attrition in a collegial and collaborative culture
• Access to a full suite of marketing, investment, administrative, compliance, and planning expertise (tax, wealth, estate, philanthropic)
• Compensation package amongst the best in the industry inclusive of:
  • $400,000-$800,000+ first year compensation range
  • Unlimited travel and entertainment budget
  • Industry leading benefits and retirement program