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Managing Director, Wealth Management Partner
3 weeks ago
Remote
A premier, independent multi-billion dollar RIA/Hybrid Platform is conducting a confidential search for an elite, established Wealth Manager to join the firm as a full Partner. This organization was built by advisors, for advisors, with the foundational belief that a superior business model for the advisor is the prerequisite for superior client outcomes.
We blend the top-tier investment capabilities of a global leader with the personalized service and dependable culture of a boutique practice. Our goal is ambitious: To be the world's best independent wealth management organization by empowering our financial advisors to reach their full potential.
Key Affiliation and Structure:
We offer a high-touch, independent structure that maintains a crucial affiliation with a leading national financial institution, providing institutional-level operational support and due diligence without the internal sales pressure of a wirehouse. The original firm was founded by five top wirehouse advisor teams seeking a scalable independent platform that prioritized ownership and autonomy.
Qualifications:
- Proven Book of Business: Must have a verifiable track record of exceptional revenue generation with a portable client book of business in TTM Production/Revenue.
- Experience: 8+ years of experience as a Financial Advisor, Wealth Manager, or Private Client Group Relationship Manager (e.g., Wirehouse, Regional Broker-Dealer, or Bank Trust).
- Client Focus: Expertise in holistic financial planning for HNW and UHNW clients.
- Licensing: Current and clean Series 7, 66 (or 65/63), and state insurance licenses.
- Freedom from Restrictive Covenants: Operate in an environment free of non-compete agreements.
- Uncapped Earning Potential: Benefit from a highly competitive revenue-sharing model that significantly increases net take-home pay compared to traditional employee grids.
- 100% Equity Ownership: Retain full equity and control of your client relationships, creating a valuable, sellable asset for your future.
- Turnkey Transition Support: Receive dedicated, expert guidance and institutional-level capital to ensure a seamless and well-funded client transition.
