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Partner - Wealth Advisor

Thorndale Partners

Overland Park, KS

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JOB DETAILS
SKILLS
Administrative Skills, Channel Strategies, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Entrepreneurship, Establish Priorities, Family Planning, Fiduciary, Heavy Lifting, Insurance, Lead Generation, Leading Edge Technology, Relationship Management, Sales, Sales Management, Tax Planning
LOCATION
Overland Park, KS
POSTED
30+ days ago
Senior Wealth Advisor - Partner
Hiring in most major metropolitan areas

Are you confined by the comp squeeze/ownership friction/legacy tech and red tape of a Wirehouse or the independent and small firm operational Burnout or scaling hurdles to offer more services to your clients? We are looking for accomplished Advisors and firms with a book of business that want to reclaim time for high-touch client relationships while gaining a tangible stake in the firm's growth. We are retained by our client to assist in recruiting individuals, teams, or organizations to be a part of their incredible growth story. We are seeking entrepreneurial minded advisors that have an established book of business that are looking for a better opportunity as described below and not just the large payout upfront but long term equity, partnership, and lucrative retirement options.
  • Elevate Your Practice to a Partnership Level
    • Transition from a solo or restricted environment to a Partner-track role where you own a piece of a large, rapidly growing firm.
    • Benefit from a transparent equity structure designed to align your long-term financial success with the enterprise value you help build.
  • Reclaim Your Time for High-Value Relationships
    • Leverage an institutional-grade support system that handles the "middle and back office " heavy lifting including compliance, reporting, and administrative tasks.
    • Utilize cutting-edge technology and account aggregation tools that provide a holistic view of complex client wealth, allowing you to act as the "lead advisor " across all assets.
  • Expand Your Service Capabilities
    • Access a deep bench of in-house experts in advanced tax planning, Family office, complex insurance, estate coordination, and alternative investments to better serve your clients.
    • Offer a "white-glove " concierge experience that differentiates your practice in the high-net-worth (HNW) and ultra-high-net-worth (UHNW) markets.
  • Strategic Growth & Scalability
    • Focus on net new asset acquisition and relationship deepening while the firm provides the "repeatable growth engine " and lead generation support you need to scale beyond your current AUM.
    • Join a culture that prioritizes fiduciary standards and long-term client intimacy over product sales.

Your Responsibilities
  • Primary Relationship Management : Free up more time to be the strategic partner for all your clients including HNW/UHNW families, we have all the tools needed for coordinating complex financial lives across generations.
  • Sophisticated Solutions : Design and implement bespoke investment and wealth transfer strategies using the firm's expanded toolkit.
  • Expand your footprint : Having time to grow and serve your client base as well as reap the benefits of being an owner and partner in a rapidly growing firm

Thorndale Partners, LLC
Your trusted talent acquisition partner working to provide a premium experience to both job seekers and hiring managers.
Please visit our Website to learn more and follow us on LinkedIn .

About the Company

T

Thorndale Partners

Thorndale Partners llc was founded by merging assets from two long standing Nashville based staffing agencies with 17 years in the market and a back office funding partner with over 40 years of funding and managing the back office for multiple professional staffing businesses. We have three divisions:

Thorndale Technology : supporting all levels of IT staffing for corporations, technology companies, and startups.

Thorndale Health : Supporting all levels of technology related staffing for healthcare organizations, healthcare technology companies, and healthcare consulting firms.

Thorndale Finance : Supporting staffing for the Accounting and Financial roles for all the organizations our other divisions support as well.

Our goal is to quietly become the team retained by clients providing the best options to the highly competitive and tight candidate market. We work primarily on private search and hold the information about candidates we work with in the highest level of confidentiality.

We are and will continue to be the firm noted for the highest level of integrity and accuracy in details related to job opportunities and the backgrounds of candidates we represent.

COMPANY SIZE
50 to 99 employees
INDUSTRY
Other/Not Classified
FOUNDED
2012
WEBSITE
http://www.thorndalepartners.com/

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