Next Level Recruiting, LLC
21 hours ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from Next Level Recruiting, LLC
Talent Acquisition & Porting Books @ NLR | Private Wealth | Family Office | Multi Family Office/RIA | Wealth Management | Investment Banking |…
Overview (Greater Phoenix Area) Our client is a nationally recognized, independent RIA with over $40B+ in AUM and a growing presence across 30+ states. The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership. They are seeking experienced
Senior Wealth Advisors
to join their team in key regions. This is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to
partnership and potential equity . The Role Serve as lead advisor for high-net-worth clients and families Deliver comprehensive planning: retirement, tax, estate, investments, and more Collaborate with in-house specialists (planning, investments, tax, estate, client service) Leverage the firm’s marketing, M&A, and referral pipeline to grow your book Lead your client service team and mentor junior staff Contribute to internal initiatives and have a voice in firm direction Hybrid schedule with flexibility to work remotely and from a local office Ideal Background 8–10+ years
of experience serving high-net-worth clients CFP or
equivalent licenses/certifications; CPA, CFA, or other designations a plus Background in RIA, private bank, or wirehouse environments Strong relationship management and planning expertise Leadership and growth mindset; team-first approach Portable book not required however would be a plus & easy transition to platform, ability to build/grow relationships is key Why This Platform Stands Out Team Infrastructure:
Advisors are supported by dedicated planners, client service managers, portfolio specialists, and ops Growth Engine:
Robust inbound lead channels, marketing support, and business development team Full-Service Platform:
In-house tax, estate, trust, and investment solutions for true holistic advice Defined Partnership Track:
Transparent path to equity and leadership for high-performing advisors Advisor-Centric Culture:
Entrepreneurial, collaborative, and built for long-term advisor success Compensation & Benefits:
Competitive comp + incentives, 401(k) match, insurance, CE support, and more This is a rare opportunity to grow your practice with real support, earn your place in a national platform, and focus on what you do best: serving clients. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance, Business Development, and Sales Industries Financial Services, Investment Management, and Investment Advice Referrals increase your chances of interviewing at Next Level Recruiting, LLC by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Child care support Paid paternity leave Student loan assistance Disability insurance Tuition assistance Get notified when a new job is posted. Sign in to set job alerts for “Wealth Management Advisor” roles.
Phoenix, AZ $75,000.00-$90,000.00 1 day ago Scottsdale, AZ $70,000.00-$80,000.00 3 days ago Phoenix, AZ $90,000.00-$100,000.00 2 weeks ago Scottsdale, AZ $90,000.00-$125,000.00 4 weeks ago Phoenix, AZ $150,000.00-$200,000.00 1 day ago Wealth Management Advisor - Uptown Phoenix
Phoenix, AZ $65,000.00-$78,000.00 2 weeks ago Gilbert, AZ $75,000.00-$200,000.00 3 weeks ago Wealth Management Advisor - Uptown Phoenix
Scottsdale, AZ $65,000.00-$78,000.00 2 weeks ago Phoenix, AZ $65,000.00-$78,000.00 1 week ago Wealth Management Advisor - Uptown Phoenix
Glendale, AZ $65,000.00-$78,000.00 2 weeks ago Wealth Advisor Business Development, Ultra-High Net Worth
Phoenix, AZ $118,527.00-$177,790.00 1 week ago Scottsdale, AZ $126,820.00-$149,200.00 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Overview (Greater Phoenix Area) Our client is a nationally recognized, independent RIA with over $40B+ in AUM and a growing presence across 30+ states. The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership. They are seeking experienced
Senior Wealth Advisors
to join their team in key regions. This is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to
partnership and potential equity . The Role Serve as lead advisor for high-net-worth clients and families Deliver comprehensive planning: retirement, tax, estate, investments, and more Collaborate with in-house specialists (planning, investments, tax, estate, client service) Leverage the firm’s marketing, M&A, and referral pipeline to grow your book Lead your client service team and mentor junior staff Contribute to internal initiatives and have a voice in firm direction Hybrid schedule with flexibility to work remotely and from a local office Ideal Background 8–10+ years
of experience serving high-net-worth clients CFP or
equivalent licenses/certifications; CPA, CFA, or other designations a plus Background in RIA, private bank, or wirehouse environments Strong relationship management and planning expertise Leadership and growth mindset; team-first approach Portable book not required however would be a plus & easy transition to platform, ability to build/grow relationships is key Why This Platform Stands Out Team Infrastructure:
Advisors are supported by dedicated planners, client service managers, portfolio specialists, and ops Growth Engine:
Robust inbound lead channels, marketing support, and business development team Full-Service Platform:
In-house tax, estate, trust, and investment solutions for true holistic advice Defined Partnership Track:
Transparent path to equity and leadership for high-performing advisors Advisor-Centric Culture:
Entrepreneurial, collaborative, and built for long-term advisor success Compensation & Benefits:
Competitive comp + incentives, 401(k) match, insurance, CE support, and more This is a rare opportunity to grow your practice with real support, earn your place in a national platform, and focus on what you do best: serving clients. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance, Business Development, and Sales Industries Financial Services, Investment Management, and Investment Advice Referrals increase your chances of interviewing at Next Level Recruiting, LLC by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Child care support Paid paternity leave Student loan assistance Disability insurance Tuition assistance Get notified when a new job is posted. Sign in to set job alerts for “Wealth Management Advisor” roles.
Phoenix, AZ $75,000.00-$90,000.00 1 day ago Scottsdale, AZ $70,000.00-$80,000.00 3 days ago Phoenix, AZ $90,000.00-$100,000.00 2 weeks ago Scottsdale, AZ $90,000.00-$125,000.00 4 weeks ago Phoenix, AZ $150,000.00-$200,000.00 1 day ago Wealth Management Advisor - Uptown Phoenix
Phoenix, AZ $65,000.00-$78,000.00 2 weeks ago Gilbert, AZ $75,000.00-$200,000.00 3 weeks ago Wealth Management Advisor - Uptown Phoenix
Scottsdale, AZ $65,000.00-$78,000.00 2 weeks ago Phoenix, AZ $65,000.00-$78,000.00 1 week ago Wealth Management Advisor - Uptown Phoenix
Glendale, AZ $65,000.00-$78,000.00 2 weeks ago Wealth Advisor Business Development, Ultra-High Net Worth
Phoenix, AZ $118,527.00-$177,790.00 1 week ago Scottsdale, AZ $126,820.00-$149,200.00 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr