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Wealth Management Advisor

L5

next level recruitingGlens Falls, NY3 days ago

$50.00 per hour

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund Managers

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Overview:
  • (New York)
  • Our client is a nationally recognized, independent RIA with over $50BB+ in AUM and a growing presence across 65+ 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
  • Lead 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 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 - Net New Assets 60% split over 12-24 months have HIGH Bonuses & Revenue Multiples. RIA run by Practioners not PE money. Employee owned. 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.
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Apply now (opens in a new tab)

Level

SeniorL5

Salary

$50.00 per hour

Location

Glens Falls, NY

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

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