Senior Wealth Advisor / Partner
Join a Leading Independent Wealth Management Firm
Step into a role that offers the perfect blend of entrepreneurial freedom and institutional support. This opportunity is designed for experienced wealth advisors and teams eager to accelerate their business growth while maintaining greater control over their practice.
About the Opportunity
Our client is a well-established, multi-billion-dollar independent wealth management firm that provides sophisticated technology, compliance, operations, and transition support. Advisors benefit from a platform built for growth, offering stronger economics and long-term ownership possibilities.
Why This Role Stands Out
Client Focus
The firm primarily serves high-net-worth families, business owners, corporate executives, multi-generational families, and ultra-high-net-worth clients.
If you seek greater autonomy, stronger long-term economics, equity ownership, and a platform designed to help you grow, this opportunity could be the right fit for you.
Key Responsibilities
- Accelerate the growth of your wealth management practice
- Maintain and deepen relationships with affluent, high-net-worth, or ultra-high-net-worth clients
- Leverage institutional resources including technology, compliance, operations, and transition support
- Build and lead your own advisory team with flexibility
- Shape and enhance the client experience
- Participate in succession planning and enterprise value building
Required Qualifications
- Approximately $750K+ T12 production and/or $50M+ in client assets
- 8+ years of wealth management experience
- Strong relationships with affluent, high-net-worth, or ultra-high-net-worth clients
- Demonstrated business development success
- Comprehensive planning mindset
- Entrepreneurial spirit
Preferred Qualifications
- Experience as individual advisors, advisor teams, independent practices, bank advisors, wirehouse advisors, or hybrid advisors
Compensation & Benefits
- Competitive advisor payout structure
- Equity participation opportunities
- Ability to build enterprise value
- Flexible succession planning
- Best-in-class transition support including legal, operations, client onboarding, technology migration, and transition planning