Oliver James
Job Summary & Introduction
A Barron’s Top 100 wealth management firm recognized for its commitment to ultra-high-net-worth client service is seeking an experienced Financial Advisor to join its growing team. This firm has built a strong reputation among the industry’s top performers for its sophisticated resources, collaborative culture, and focus on delivering highly customized wealth solutions to complex client households.
This opportunity offers a platform designed for advisors who value deep client relationships, institutional-level investment capabilities, and a culture that rewards both individual excellence and team collaboration.
Skills & Experience
Proven success managing relationships with high and ultra-high-net-worth clients (typically $2M-$10M+ per household)
Ability to provide holistic wealth management solutions including investment, estate, tax, and financial planning
Entrepreneurial mindset with a strong client-service orientation
Experience within an RIA, private bank, or boutique wealth management firm environment
Strong understanding of equity and alternative investments, portfolio construction, and asset allocation
Collaborative approach to working with internal partners and leveraging firmwide resources
Desire to grow within a firm offering equity participation and long-term partnership potential
Detailed Job Description This role is ideal for a Financial Advisor who thrives in an environment that combines autonomy with full institutional support. Advisors will have access to an integrated suite of in-house services including portfolio management, equity research, client service associates, planning, estate, tax, and legal professionals who are all dedicated to delivering exceptional client outcomes.
The firm’s platform enables advisors to spend more time on client engagement and growth while providing the infrastructure, tools, and transition support needed to ensure a seamless onboarding experience. Advisors joining this firm will benefit from extensive brand recognition, a proven track record of growth (recent large-scale strategic acquisitions), and the opportunity to participate in an attractive equity program that aligns long-term interests with the firm’s success.
If interested, please apply or email
[email protected]
for a confidential conversation about this opportunity.
Apply Now
#J-18808-Ljbffr
This opportunity offers a platform designed for advisors who value deep client relationships, institutional-level investment capabilities, and a culture that rewards both individual excellence and team collaboration.
Skills & Experience
Proven success managing relationships with high and ultra-high-net-worth clients (typically $2M-$10M+ per household)
Ability to provide holistic wealth management solutions including investment, estate, tax, and financial planning
Entrepreneurial mindset with a strong client-service orientation
Experience within an RIA, private bank, or boutique wealth management firm environment
Strong understanding of equity and alternative investments, portfolio construction, and asset allocation
Collaborative approach to working with internal partners and leveraging firmwide resources
Desire to grow within a firm offering equity participation and long-term partnership potential
Detailed Job Description This role is ideal for a Financial Advisor who thrives in an environment that combines autonomy with full institutional support. Advisors will have access to an integrated suite of in-house services including portfolio management, equity research, client service associates, planning, estate, tax, and legal professionals who are all dedicated to delivering exceptional client outcomes.
The firm’s platform enables advisors to spend more time on client engagement and growth while providing the infrastructure, tools, and transition support needed to ensure a seamless onboarding experience. Advisors joining this firm will benefit from extensive brand recognition, a proven track record of growth (recent large-scale strategic acquisitions), and the opportunity to participate in an attractive equity program that aligns long-term interests with the firm’s success.
If interested, please apply or email
[email protected]
for a confidential conversation about this opportunity.
Apply Now
#J-18808-Ljbffr