3B+ AUM Boutique RIA

Overview

• Dynamic Independent Registered Investment Advisor seeks a Senior Wealth Advisor, to source new clientele as well as inherit client relationships from partners to grow fee-based AUM and revenue.
• The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra-high net worth clientele ($5M-100M+ net worth)

Highlights

• Provide guidance to ultra-high net worth families on strategic asset management, estate, tax and financial planning, retirement planning, cash flow analysis and philanthropic advisory
• Team-based, forward thinking and planning driven culture
• Significant base compensation, long-term payouts in perpetuity, no cap on upside; path towards equity partnership
• Collegial culture with extensive operational, investment and relationship management support

Requirements

• Track record of successful business development with high net worth clientele