Succession Planning, 1B+ AUM RIA

Westchester County, NY

Overview

Dynamic, fast growing Independent Multi Family Office / RIA is seeking a Senior Wealth Advisor to become the Lead Client Advisor on 300M+ AUM across 75+ households that are currently being managed by the founding partners.

Highlights

• Serve as the Senior Wealth Advisor for a select number of high net worth client relationships with a strong focus on estate and tax planning.

• Design and present estate planning and tax planning strategies to ultra high net worth clientele across the firm (1B+ AUM, 25+ UHNW families)
• Opportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate of over 15% annually
• Range of Pay $200,000+
• 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
• Path towards equity participation

Requirements

• JD or CPA strongly preferred
• Opportunity to join directly from a Law Firm or CPA firm, moving away from compliance and billable hours, into a Lead Advisor and planning focused role