Senior Wealth Manager - Succession Focused

Senior Wealth Advisor

Ultra High Net Worth

Internal Succession Focused

Please ensure you read the below overview and requirements for this employment opportunity completely.

Overview

Dynamic, fast growing Independent Multi Family Office / RIA is seeking a Senior Wealth Advisor to focus on comprehensive wealth management and client retention. Westchester County, Hybrid.

Independently owned, non-private equity backed RIA focused on internal succession Not a commissioned sales role ~ Collaborative, Ensemble Practice

Highlights

• Advise high net worth and ultra-high net worth families (5-50mm net worths) through providing strategic asset allocation, estate, tax and financial planning, retirement planning, cash flow analysis, and philanthropic advisory
• Opportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate of over 15% annually
• Collegial, forward-thinking culture with xzgxqkn excellent benefits inclusive of full health insurance, 401k contribution opportunity
• Excellent opportunity for advancement at a fully independent RIA with a track record of retaining and promoting top talent
• $250,000+ first year compensation package with a clear path towards equity participation

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