3 B AUM Independent RIA

Manhattan, New York

Overview

Well established, 3 Billion AUM Independent RIA in Midtown Manhattan seeks a Senior Wealth Advisor to focus on comprehensive wealth management and client retention.

Not a commissioned sales role ~ Collaborative, Ensemble Practice

Highlights

• Advise high net worth and ultra-high net worth families (5-50mm net worth’s) through providing guidance on strategic asset allocation, estate, tax and financial planning, retirement planning, cash flow analysis and philanthropic advisory
• Collaborative, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
• Long-term opportunity for ownership and equity

Requirements

• 10 years wealth management experience and advanced designations such as CFP, JD, CPA or CFA