Succession Planning
Multi-Billion AUM RIA

Overview

An established independent wealth advisory practice is seeking a technically strong, client-facing financial planner to work directly with the founder in serving longstanding high-net-worth and ultra high net worth client relationships. The opportunity combines hands-on financial planning, and the opportunity to play a meaningful role in succession planning by transitioning into the lead advisor for the majority of the client base.

Not a business development role. No portable book required.

Highlights

• Opportunity to work alongside the founder of the practice, inheriting responsibility for approximately $200M+ in AUM across longstanding HNW and UHNW client relationships, including serving as the co-lead for some of the practice’s largest households.
• Lead hands-on financial planning, including cash-flow and retirement analysis, tax-aware strategies, estate/trust coordination, balance-sheet review and preparation for client meetings.
• Collaborative, high-trust environment with substantial autonomy and hybrid in-office work schedule.
• $175,000+ first year cash compensation inclusive of competitive base compensation and profit and performance based bonuses.

Requirements

• Approximately 5+ years of relevant financial planning / wealth advisory experience; strong technical planning capability and the ability to operate independently.
• CFP designation strongly preferred