Private Wealth Advisor

Wealth Advisors | Private Wealth Management | Multiple Strategic Markets

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Locations:

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Miami • Tampa • West Palm Beach • Boston • Atlanta • Chicago • Dallas • Houston • Los Angeles • New York • San Francisco • Seattle • Washington, DC • Additional major markets nationwide

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An elite global private wealth management platform is continuing its national expansion and seeking accomplished Wealth Advisors who have demonstrated success advising high-net-worth and ultra-high-net-worth individuals, families, business owners, executives, and sophisticated investors.

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This opportunity is designed for established professionals who have built trusted relationships within their communities, developed strong referral networks, and are seeking a more sophisticated platform to further elevate their practice.

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Who We're Looking For

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We are interested in speaking with professionals who possess:

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• A well-established and continually expanding professional network

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• A proven track record of cultivating Centers of Influence, including attorneys, CPAs, business advisors, and other key referral partners

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• Experience serving affluent, high-net-worth, and ultra-high-net-worth clients

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• Demonstrated success building, growing, and managing a book of business

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• The ability to serve as a trusted advisor on complex financial, business, and life decisions

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• An entrepreneurial mindset coupled with strong relationship-building capabilities

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• A passion for delivering sophisticated investment and wealth planning solutions

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Preferred Backgrounds

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✔ Wealth Management

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✔ Private Banking

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✔ Financial Advisory

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✔ Investment Management

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✔ Relationship Management

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Series 7, 63, 65, or 66 registrations are highly regarded.

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Why Advisors Are Exploring This Opportunity

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• Access to a world-class investment and wealth planning platform

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• Deep bench of investment, estate, tax, trust, and wealth strategy specialists

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• Opportunity to enhance and scale an existing practice

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• Collaborative, intellectually rigorous culture focused on advisor success

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• Significant investment in advisor development and ongoing education

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• Hybrid work model that supports both collaboration and client engagement

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• Strong brand recognition and institutional resources supporting advisor growth

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We are particularly interested in connecting with advisors who can articulate:

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• How they built and continue to grow their professional network

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• Their experience generating opportunities through COI relationships

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• Current AUM and book-of-business growth trajectory

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• Potential portability of client relationships

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• The motivations behind their next career move

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This is a unique opportunity to join a premier wealth management organization that empowers advisors to deepen client relationships, deliver highly customized advice, and build enduring practices.