Financial Advisor

Job DescriptionAn established independent advisory platform with institutional backing is expanding its presence in New York and is seeking Financial Advisors and Advisor Teams with a focus on high-net-worth and ultra-high-net-worth client relationships.This opportunity is particularly relevant for advisors operating within private banks, wirehouses, and other institutional environments who are evaluating how to better align their practice with long-term client relationships, flexibility, and economics.The platform provides the infrastructure and resources necessary to support complex client needs while allowing advisors to operate with greater autonomy and control.Platform Overview • Institutional-level investment and planning capabilities • Integrated support across credit, alternatives, estate planning, and complex balance sheet strategies • Strong operational and compliance infrastructure • Flexible affiliation models depending on advisor structure • Environment designed for long-term relationship and practice developmentWho They Are Looking For • Advisors with a transferable book of business • Professionals focused on HNW and UHNW client segments • Advisors from private banks, wirehouses, RIAs, and broker-dealers • Individuals with experience managing complex client relationships • Growth-oriented advisors seeking a more flexible and scalable platformCandidates must have portable client relationships and the ability to transition their book.Market FocusNew York is a key market with existing infrastructure and a strong client base. The focus is on advisors who can integrate into a sophisticated environment and continue to build within it.All discussions are strictly confidential.