Senior Vice President, Financial Advisor
About the Company
Fast-growing independent wealth management firm
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking an SVP and Partner to join their senior advisory team. The ideal candidate will have a background in the wirehouse or bank channel, with a proven track record in client service, a strong ambition for growth, and an entrepreneurial mindset. This role is not just a job; it's a partnership with a respected independent wealth management firm that is dedicated to serving the evolving needs of high-net-worth and ultra-high-net-worth individuals. The successful candidate will be part of a collaborative, advisor-led environment where professional development is actively supported, and will have access to a full suite of planning tools, a deep bench of client service talent, and a leadership team that is invested in their long-term success.
Responsibilities for the SVP and Partner role include working closely with clients to understand their financial needs, providing strategic advice, and developing customized solutions. The company offers a transparent, competitive payout structure with room to grow, equity participation, and dedicated resources to help the advisor grow their book and client base. Comprehensive support is provided across investments, insurance, estate, and tax strategy, and the transition support is tailored to the needs of wirehouse advisors. The role is ideal for seasoned advisors seeking more flexibility or rising stars who feel constrained by their current environment. If you are ready to take the next step toward true partnership and long-term growth, this opportunity is worth exploring.
Travel Percent
Less than 10%
Functions
- Finance
- Strategy