Independent RIA

Overview

Dynamic, Independent Registered Investment Advisor seeks a Wealth Advisor to source new high net worth clientele. The Firm provides high touch sophisticated financial advisory services to high net worth and ultra-high net worth clientele ($1M-100M+ net worth).

This role is ideal for an independent or captive IAR focused on asset management and comprehensive financial planning looking for a place to grow in a team-based, collaborative culture.

This role is also ideal for a professional from captive insurance companies seeking more robust investment and insurance solutions for their high-net worth clientele, with an above market, highly competitive payout.

Highlights

• Advise high net worth and ultra-high net worth families on strategic asset management, estate, tax and financial planning, insurance, retirement planning, cash flow analysis and philanthropic advisory
• Sophisticated investment platform with access to public and private investments including direct real estate and other sophisticated alternatives
• High touch insurance design inclusive of private placement insurance solutions for UHNW clientele
• Extensive mentorship and training in a forward thinking and planning driven culture
• Significant base compensation, long-term payouts in perpetuity, no cap on upside
• Path towards equity partnership

Requirements

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