Senior Wealth Advisor

Western New York

Overview

Dynamic, fast growing Independent RIA is seeking a Senior Wealth Advisor to join the leadership team, with a focus on providing high touch service and growing the client base over time. 

Highlights

• Opportunity to acquire meaningful equity over time in a non-private equity backed, highly profitable Wealth Management Firm.

• Lead and manage relationships with high net worth and ultra-high net worth individuals and families advising on estate and tax planning, wealth transfer, investments, asset allocation, business succession planning, philanthropic advisory and risk management.

• Play an active role and be a valuable contributor to the firm’s Management Committee which oversees the operating functions of the firm.

• Collaborative and forward-thinking culture with an impressive track record of client service, retention and growth.

• 9-year track record of exceeding liquid (stock/bond) benchmark returns with clear attribution

• Co-investing opportunities with a strong alternative investments platform

• $150,000 – $250,000+ compensation package