Boutique RIA

Overview

Dynamic, fast growing 1B+ AUM Independent RIA is seeking a Senior Wealth Advisor to manage high net worth and ultra-high net worth client relationships, partnering directly with the founder in an ensemble practice.

Highlights

• Manage all aspects of high net worth and UHNW client relationships, lead client meetings and communications; average client $20 million+ of investable assets, 30mm+ balance sheets
• Develop new business through growing wallet share and earning referrals from existing clients
• Exposure to cross border and international clientele, especially in Southern Asia
• Support the Founding Partner as needed for all relationship and wealth management related matters
• Collaborate with other key client advisors (estate planning attorneys, tax planners/accountants, etc.) on wealth management related projects and to help develop new business.
• Work in tandem with Internal Investment Team and Operations support team to develop and deliver best in class financial planning advice, investment planning and client services
• Growth oriented firm that encourages proactively improving knowledge, skills and credentials
• “Client-first” focus, with an emphasis on client satisfaction and retention
• Fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support
• Long term opportunity for equity

Requirements

• 8+ years of client facing experience advising high net worth clientele on all aspects of wealth management
• Self-starter that thrives in a fast-paced environment
• CFP