The Misch Group
Wealth Advisor
Department: Insurance & Financial Services. Employment Type: Full Time. Location: New York. Compensation: $90,000 - $350,000 / year.
We partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States.
Our clients rely on us to identify Financial Advisors who fit their culture, planning philosophy and long-term client strategy.
We do not represent just one firm. We represent options. When you work with us, you are not applying to a single role. You are entering a vetted ecosystem of firms where we facilitate introductions and secure interviews.
Whether you want stronger payout, better platform support, succession planning, more autonomy or a planning-driven environment, we help you identify the best fit for your goals.
A choice between multiple firm types
A confidential and efficient way to explore opportunities
Access to firms that do not publicly advertise openings
A fast-tracked interview process with decision makers
Guidance on compensation structures, transitions and platform differences
We support roles ranging from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor.
Key Responsibilities Responsibilities vary based on the firm and model selected. Common responsibilities include:
Providing financial planning, investment advisory guidance and portfolio recommendations
Managing client relationships, onboarding and ongoing service
Building and maintaining a book of business within fee-based, advisory or hybrid models
Collaborating with internal planning, investment and trust teams
Developing new client relationships through referrals, COIs and inbound leads
Meeting and upholding compliance and fiduciary standards
Supporting or leading planning engagements with the firm’s planning tools and software
Coordinating investment strategies with in-house or external investment teams
We place advisors in full-service environments with strong marketing support as well as entrepreneurial platforms that offer greater autonomy and higher payout options.
Skills, Knowledge and Expertise Ideal candidates often bring the following background:
Two to thirty or more years of advisory or wealth management experience
Licenses such as Series 7, Series 65 or 66, CFP or CFA depending on the firm
Transferable AUM preferred, although we also support non transferable advisors in trust and service roles
Experience with planning, client management and long-term advisory relationships
A preference for fee-only, fee-based, hybrid, W2 or 1099 models depending on the firm
A client focused and planning focused mindset
Benefits This is more than a single job posting. It is access to a full range of advisory opportunities.
Multiple active opportunities through one confidential conversation
Direct introductions and scheduled interviews with hiring managers
Tools to evaluate payout grids, equity opportunities, platforms and compensation structures
Support during compliance reviews and transition steps
Guidance for advisors with transferable books, non transferable books and planning or trust backgrounds
Most advisors we work with secure several interviews within the first one to two weeks of engaging with us.
Compensation varies depending on the firm and the model selected:
Fee-only RIAs often offer salary, bonus or salary plus AUM-based compensation
Independent firms typically offer higher payout options and 1099 opportunities
Wirehouses and private wealth groups offer salary, grid-based compensation and incentives
Trust and personal client groups offer salary-driven models with a strong planning and service focus
We match opportunities based on your experience, income goals and long-term career vision.
If you are open to a confidential conversation to explore the firms that best align with your background, apply today.
A member of our recruiting team will reach out, review your experience and connect you with the firms that best match your goals.
#J-18808-Ljbffr
We partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States.
Our clients rely on us to identify Financial Advisors who fit their culture, planning philosophy and long-term client strategy.
We do not represent just one firm. We represent options. When you work with us, you are not applying to a single role. You are entering a vetted ecosystem of firms where we facilitate introductions and secure interviews.
Whether you want stronger payout, better platform support, succession planning, more autonomy or a planning-driven environment, we help you identify the best fit for your goals.
A choice between multiple firm types
A confidential and efficient way to explore opportunities
Access to firms that do not publicly advertise openings
A fast-tracked interview process with decision makers
Guidance on compensation structures, transitions and platform differences
We support roles ranging from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor.
Key Responsibilities Responsibilities vary based on the firm and model selected. Common responsibilities include:
Providing financial planning, investment advisory guidance and portfolio recommendations
Managing client relationships, onboarding and ongoing service
Building and maintaining a book of business within fee-based, advisory or hybrid models
Collaborating with internal planning, investment and trust teams
Developing new client relationships through referrals, COIs and inbound leads
Meeting and upholding compliance and fiduciary standards
Supporting or leading planning engagements with the firm’s planning tools and software
Coordinating investment strategies with in-house or external investment teams
We place advisors in full-service environments with strong marketing support as well as entrepreneurial platforms that offer greater autonomy and higher payout options.
Skills, Knowledge and Expertise Ideal candidates often bring the following background:
Two to thirty or more years of advisory or wealth management experience
Licenses such as Series 7, Series 65 or 66, CFP or CFA depending on the firm
Transferable AUM preferred, although we also support non transferable advisors in trust and service roles
Experience with planning, client management and long-term advisory relationships
A preference for fee-only, fee-based, hybrid, W2 or 1099 models depending on the firm
A client focused and planning focused mindset
Benefits This is more than a single job posting. It is access to a full range of advisory opportunities.
Multiple active opportunities through one confidential conversation
Direct introductions and scheduled interviews with hiring managers
Tools to evaluate payout grids, equity opportunities, platforms and compensation structures
Support during compliance reviews and transition steps
Guidance for advisors with transferable books, non transferable books and planning or trust backgrounds
Most advisors we work with secure several interviews within the first one to two weeks of engaging with us.
Compensation varies depending on the firm and the model selected:
Fee-only RIAs often offer salary, bonus or salary plus AUM-based compensation
Independent firms typically offer higher payout options and 1099 opportunities
Wirehouses and private wealth groups offer salary, grid-based compensation and incentives
Trust and personal client groups offer salary-driven models with a strong planning and service focus
We match opportunities based on your experience, income goals and long-term career vision.
If you are open to a confidential conversation to explore the firms that best align with your background, apply today.
A member of our recruiting team will reach out, review your experience and connect you with the firms that best match your goals.
#J-18808-Ljbffr