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A fast-growing, $2B+ AUM wealth advisory firm (RIA) seeking experienced HNW/UHNW Advisors ready to grow their book, access equity, and join a collaborative, planning-first culture.
We are partnering with a boutique, growth-oriented wealth management firm headquartered in New York City. The firm, currently managing over $2 billion in assets, is looking to bring on experienced Financial Advisors who specialize in serving high-net-worth and ultra-high-net-worth clients.
This is an opportunity for an advisor seeking autonomy, scale, and partnership - with a structure that rewards performance, long-term alignment, and a deep commitment to client service.
Role Overview
You will join a team of accomplished professionals in a firm that prioritizes personalized client relationships, advanced planning capabilities, and institutional-grade investment access. Advisors in this firm operate with the full support of dedicated planning, investment, operations, and compliance teams. Whether you're NYC-based, remote, or interested in expanding into a new market, the firm provides flexibility and resources to build your business the right way.
Compensation & Equity
- Competitive, tiered payout ranging from 50% to 75% based on revenue
- Access to equity in the firm with Tag-Along Rights
- Comprehensive benefits, including healthcare, retirement plans, and operational support
- Transition and grow a book of high-value clients, either independently or in partnership with other advisors
- Deliver customized wealth planning, investment strategy, tax optimization, and estate planning services
- Collaborate with the firm's leadership to shape ongoing platform development and expansion
- Build and deepen multigenerational relationships with a fiduciary mindset
- Contribute to a culture of transparency, planning excellence, and entrepreneurial spirit
- An experienced advisor with a proven track record of working with clients in the $2MM+ AUM range
- Comfortable managing complex planning needs across tax, estate, philanthropic, and investment dimensions
- Interested in long-term firm growth and equity participation
- Authorized to work in the U.S.
- Based in or open to working in NYC, remote, or expanding into a new market
You'll join a firm that is scaling smartly - with strong leadership, aligned incentives, and a commitment to elite client service. Your contributions will be visible and valued, not lost in a sea of advisors. You'll have ownership (literally and figuratively) in your outcomes and access to a community of top-tier professionals who share your client-first vision.
Please Apply For a Confidential Conversation About This Opportunity.
Apply Now
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales-
Industries
Staffing and Recruiting
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