Oliver James
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Partner, SVP Financial Advisor
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Oliver James 19 hours ago Be among the first 25 applicants Join to apply for the
Partner, SVP Financial Advisor
role at
Oliver James Get AI-powered advice on this job and more exclusive features. 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.
Make sure to apply with all the requested information, as laid out in the job overview below.
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
What You'll Do
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
Who You Are
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
Why This Role
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 NowSeniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionFinance and Sales IndustriesStaffing and Recruiting Referrals increase your chances of interviewing at Oliver James by 2x Sign in to set job alerts for “Vice President Finance” roles. New York, NY $222,000.00-$272,000.00 1 week ago New York, NY $225,000.00-$311,000.00 2 weeks ago Vice President of Strategic Finance and Analytics New York, NY $260,000.00-$280,000.00 2 weeks ago Vice President - Fund Finance Distribution New York, United States $104,000.00-$330,000.00 4 days ago Executive Vice President of Finance and OperationsVP of Finance M&A - Test 4: JG + WorkableVice President, Corporate Development & Strategic Finance New York, United States $255,200.00-$334,950.00 1 week ago Senior Vice President, Local Commercial and Operational Finance New York, NY $275,000.00-$295,000.00 1 week ago New York, NY $75,000.00-$180,000.00 2 weeks ago Vice President, Finance – Subscription Revenue & MarketingChief Financial Officer- Global Consumer Products Firm- Westbury (Long Island) Westbury, NY $250,000.00-$275,000.00 1 week ago Vice President of Finance and Investor Relations - Health Care Services New York, NY $11,000.00-$25,000.00 2 weeks ago New York, NY $200,000.00-$250,000.00 23 hours ago Greenvale, NY $50,000.00-$200,000.00 1 week ago Manhattan, NY $200,000.00-$250,000.00 6 days ago Vice President, News Programming Finance New York, NY $180,000.00-$240,000.00 4 days ago Vice President, Finance Change Management New York, NY $225,000.00-$250,000.00 3 days ago VP for General Finance and Grants Management Poughkeepsie, NY $114,000.00-$124,000.00 1 week ago SVP, Finance CRO CAO Team – Governance & Committees (Hybrid) Getzville, NY $125,200.00-$187,800.00 2 weeks ago Vice President, Finance Change ManagementVice President - Capital Solutions - Financial Services & Structured Finance POD, New York New York, NY $230,000.00-$280,000.00 1 month ago Corporate Vice President - Structured Finance We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Partner, SVP Financial Advisor
role at
Oliver James 19 hours ago Be among the first 25 applicants Join to apply for the
Partner, SVP Financial Advisor
role at
Oliver James Get AI-powered advice on this job and more exclusive features. 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.
Make sure to apply with all the requested information, as laid out in the job overview below.
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
What You'll Do
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
Who You Are
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
Why This Role
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 NowSeniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionFinance and Sales IndustriesStaffing and Recruiting Referrals increase your chances of interviewing at Oliver James by 2x Sign in to set job alerts for “Vice President Finance” roles. New York, NY $222,000.00-$272,000.00 1 week ago New York, NY $225,000.00-$311,000.00 2 weeks ago Vice President of Strategic Finance and Analytics New York, NY $260,000.00-$280,000.00 2 weeks ago Vice President - Fund Finance Distribution New York, United States $104,000.00-$330,000.00 4 days ago Executive Vice President of Finance and OperationsVP of Finance M&A - Test 4: JG + WorkableVice President, Corporate Development & Strategic Finance New York, United States $255,200.00-$334,950.00 1 week ago Senior Vice President, Local Commercial and Operational Finance New York, NY $275,000.00-$295,000.00 1 week ago New York, NY $75,000.00-$180,000.00 2 weeks ago Vice President, Finance – Subscription Revenue & MarketingChief Financial Officer- Global Consumer Products Firm- Westbury (Long Island) Westbury, NY $250,000.00-$275,000.00 1 week ago Vice President of Finance and Investor Relations - Health Care Services New York, NY $11,000.00-$25,000.00 2 weeks ago New York, NY $200,000.00-$250,000.00 23 hours ago Greenvale, NY $50,000.00-$200,000.00 1 week ago Manhattan, NY $200,000.00-$250,000.00 6 days ago Vice President, News Programming Finance New York, NY $180,000.00-$240,000.00 4 days ago Vice President, Finance Change Management New York, NY $225,000.00-$250,000.00 3 days ago VP for General Finance and Grants Management Poughkeepsie, NY $114,000.00-$124,000.00 1 week ago SVP, Finance CRO CAO Team – Governance & Committees (Hybrid) Getzville, NY $125,200.00-$187,800.00 2 weeks ago Vice President, Finance Change ManagementVice President - Capital Solutions - Financial Services & Structured Finance POD, New York New York, NY $230,000.00-$280,000.00 1 month ago Corporate Vice President - Structured Finance 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