Address
Form of workIndependent RIA
Overview
Dynamic, Independent Registered Investment Advisor seeks a Wealth Advisor to source new high net worth clientele. The Firm provides high touch sophisticated financial advisory services to high net worth and ultra-high net worth clientele ($1M-100M+ net worth).
This role is ideal for an independent or captive IAR focused on asset management and comprehensive financial planning looking for a place to grow in a team-based, collaborative culture.
This role is also ideal for a professional from captive insurance companies seeking more robust investment and insurance solutions for their high-net worth clientele, with an above market, highly competitive payout.
Highlights
- Advise high net worth and ultra-high net worth families on strategic asset management, estate, tax and financial planning, insurance, retirement planning, cash flow analysis and philanthropic advisory
- Sophisticated investment platform with access to public and private investments including direct real estate and other sophisticated alternatives
- High touch insurance design inclusive of private placement insurance solutions for UHNW clientele
- Extensive mentorship and training in a forward thinking and planning driven culture
- 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
