Wealth Advisor

Wealth AdvisorDepartment: Insurance & Financial ServicesEmployment Type: Full TimeLocation: New YorkCompensation: $90,000 - $350,000 / yearDescriptionWe partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States.Our clients rely on us to identify Financial Advisors who fit their culture, planning philosophy and long-term client strategy.We do not represent just one firm. We represent options. When you work with us, you are not applying to a single role. You are entering a vetted ecosystem of firms where we facilitate introductions and secure interviews.Whether you want stronger payout, better platform support, succession planning, more autonomy or a planning-driven environment, we help you identify the best fit for your goals.We are seeking experienced Financial Advisors who want to explore new opportunities without navigating the market alone. This role is ideal for advisors who want:A choice between multiple firm typesA confidential and efficient way to explore opportunitiesAccess to firms that do not publicly advertise openingsA fast-tracked interview process with decision makersGuidance on compensation structures, transitions and platform differencesWe support roles ranging from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor. Key ResponsibilitiesResponsibilities vary based on the firm and model selected. Common responsibilities include:Providing financial planning, investment advisory guidance and portfolio recommendationsManaging client relationships, onboarding and ongoing serviceBuilding and maintaining a book of business within fee-based, advisory or hybrid modelsCollaborating with internal planning, investment and trust teamsDeveloping new client relationships through referrals, COIs and inbound leadsMeeting and upholding compliance and fiduciary standardsSupporting or leading planning engagements with the firm's planning tools and softwareCoordinating investment strategies with in-house or external investment teamsWe place advisors in full-service environments with strong marketing support as well as entrepreneurial platforms that offer greater autonomy and higher payout options. Skills, Knowledge and ExpertiseIdeal candidates often bring the following background:Two to thirty or more years of advisory or wealth management experienceLicenses such as Series 7, Series 65 or 66, CFP or CFA depending on the firmTransferable AUM preferred, although we also support non transferable advisors in trust and service rolesExperience with planning, client management and long-term advisory relationshipsA preference for fee-only, fee-based, hybrid, W2 or 1099 models depending on the firmA client focused and planning focused mindsetIf you are not certain which firm type is the best fit, we will walk you through the differences. BenefitsThis is more than a single job posting. It is access to a full range of advisory opportunities.By working with Stone Hendricks Group you receive:Multiple active opportunities through one confidential conversationDirect introductions and scheduled interviews with hiring managersTools to evaluate payout grids, equity opportunities, platforms and compensation structuresSupport during compliance reviews and transition stepsGuidance for advisors with transferable books, non transferable books and planning or trust backgroundsMost advisors we work with secure several interviews within the first one to two weeks of engaging with us. Compensation varies depending on the firm and the model selected:Fee-only RIAs often offer salary, bonus or salary plus AUM-based compensationIndependent firms typically offer higher payout options and 1099 opportunitiesWirehouses and private wealth groups offer salary, grid-based compensation and incentivesTrust and personal client groups offer salary-driven models with a strong planning and service focusWe match opportunities based on your experience, income goals and long-term career vision.If you are open to a confidential conversation to explore the firms that best align with your background, apply today.