Wealth Advisor

THE ROLE:The Wealth Advisor represents a leading private wealth management organization within the communities where they work and reside.The organization is widely recognized for its distinctive, distinguished platform—offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion.Wealth Advisors serve as financial confidants, initially attracting clients to the organization and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.As part of clients’ inner circle, the Wealth Advisor intimately understands each client’s values, lifestyle, and philanthropic goals.They connect clients to the firm’s vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Wealth Advisor enhances clients’ financial well-being while standing out among a crowded field.Locations:Atlanta, GA; Boston, MA; Chicago, IL; Cleveland, OH; Dallas, TX; Denver, CO; Houston, TX; Los Angeles, CA; Miami, FL; Minneapolis, MN; Nashville, TN; New York, NY; Philadelphia, PA; Scottsdale, AZ; Pittsburgh, PA; Salt Lake City, UT; San Diego, CA; San Francisco, CA; Seattle, WA; Stamford, CT; Tampa, FL; Washington, DC; West Palm Beach, FL.THE IDEAL CANDIDATE:What makes our Advisors unique? Their backgrounds are as varied as our clients’. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors, and multigenerational families. With diverse backgrounds, perspectives, and broad networks, the most effective Advisors embody the following characteristics:• Entrepreneurial Spirit• Intellectual Curiosity• High Emotional Quotient (“EQ”)• Determination and Relentless Drive for Success• Spirit of Generosity in Working with and Within Their Community• Excellent Interpersonal and Communication Skills• Structure and DisciplineQualifications:• An existing network that can be continuously cultivated and expanded within the community• Proven ability to build and maintain relationships with centres of influence such as attorneys, accountants, and business advisors• Comfortable interacting with individuals of significant wealth• Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions• Trustworthiness and personal integrity that is beyond reproach• Strong academic credentials• A passion for investing and for peopleThis is not an entry-level financial advisor role.The ideal candidate is an experienced wealth advisor or private banking professional with:• Existing book of business or strong portable relationships• Experience working with high-net-worth or ultra-high-net-worth clients• Strong business development ability• Relationship-driven advisory experience• Existing centres of influence• Strong communication skills and professional polish• Entrepreneurial mindset• Long-term career runwayThe strongest profile is someone with roughly 3–15 years of experience who has built meaningful relationships and still has significant career runway ahead.A 10–12-year advisor who still has 20+ years left in their career is ideal.LicensingCandidates should have all or some of the following:• Series 7• Series 66• CFP• CFA• Other relevant wealth management / advisory licensesLicensed candidates with an existing network/book are the priority.OUR MARKET-LEADING TRAINING PROGRAM:We do not take our success for granted. The firm’s culture is deeply rooted in lifelong learning, innovation, inclusion, and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at the organization, including portfolio managers, wealth strategists, top senior Advisors, and senior management. Training doesn’t stop there. We support our advisors with continuing education and ongoing professional development throughout their careers.