Senior Wealth Advisor

Senior Wealth Advisor

Ultra High Net Worth

Internal Succession Focused

Overview

Dynamic, fast growing Independent Multi Family Office / RIA is seeking a Senior Wealth Advisor to focus on comprehensive wealth management and client retention. Westchester County, Hybrid.

Independently owned, non-private equity backed RIA focused on internal succession

Not a commissioned sales role ~ Collaborative, Ensemble Practice

Highlights

• Advise high net worth and ultra-high net worth families (5-50mm net worths) through providing strategic asset allocation, estate, tax and financial planning, retirement planning, cash flow analysis, and philanthropic advisory
• Opportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate of over 15% annually
• Collegial, forward-thinking culture with excellent benefits inclusive of full health insurance, 401k contribution opportunity
• Excellent opportunity for advancement at a fully independent RIA with a track record of retaining and promoting top talent
• $250,000+ first year compensation package with a clear path towards equity participation