Senior Wealth Manager
4 weeks ago
Succession Planning, 300m AUM
Suffolk County, Long Island
Overview
Dynamic fast growing 5B+ AUM RIA is seeking a Financial Advisor to play an integral role in the succession plan for a ~300M AUM Managing Director nearing retirement.
Highlights
Serve as the lead advisor on a select group of high-net-worth clientele transitioning over time from the Managing Director who is still very much in growth mode
Continue to grow your book of business while being introduced to an extensive network of local referral sources and centers of influence
Team-based, forward-thinking and planning-driven culture providing guidance to high net-worth families on sophisticated financial planning, investment and insurance solutions
Named a Best Place to Work by Investment News and Inc. Magazine multiple years in a row
Significant base compensation, long-term payouts in perpetuity, no cap on upside
Path towards equity partnership
Requirements
Track record of successful business development with high net-worth clientele
CFP required (or ability to obtain CFP within 12 months of hire)
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