Wealth Management Advisor

Overview: (New York) Our client is a nationally recognized, independent RIA with over $50BB+ in AUM and a growing presence across 65+ states. The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership. They are seeking experienced Lead Wealth Advisors to join their team in key regions. This is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to partnership and equity.

Portable book not required however would be a plus & easy transition to platform, ability to build/grow relationships is key - Net New Assets 60% split over 12-24 months have HIGH Bonuses & Revenue Multiples. RIA run by Practioners not PE money. Employee owned. Why This Platform Stands OutTeam Infrastructure: Advisors are supported by dedicated planners, client service managers, portfolio specialists, and ops Growth Engine: Robust inbound lead channels, marketing support, and business development team Full-Service Platform: In-house tax, estate, trust, and investment solutions for true holistic advice Defined Partnership Track: Transparent path to equity and leadership for high-performing advisors Advisor-Centric Culture: Entrepreneurial, collaborative, and built for long-term advisor success