Banking Services, Business Development, Business Growth, Chartered Financial Analyst (CFA), Chartered Institute of Management Accountants (CIMA), Communication Skills, Construction, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Economics, Entrepreneurship, Estate Planning, Financial Planning, High Net Worth, Investment Management, Loans, Management Strategy, Options Analysis, Performance Analysis, Private Banking, Relationship Management, Retirement Planning, Rich Internet Application (RIA), Risk, Risk Management, Sales Management, Strategic Planning, Succession Planning, Team Player, Wealth Management
Requirements
A well-established wealth management platform is seeking experienced Portfolio Managers / Wealth Advisors who currently manage meaningful client relationships and are interested in a stronger long-term growth environment. This opportunity is geared toward advisors with portable books of business who want enhanced infrastructure, broader investment capabilities, succession planning support, and a more scalable platform for both clients and future growth.
This is not an entry-level advisor role. The team is specifically looking for relationship-driven professionals who have built trust with high-net-worth individuals, families, business owners, and institutional-caliber clients, and who understand how to grow and retain assets in a highly competitive market.
Responsibilities
- Manage and grow an existing book of high-net-worth and ultra-high-net-worth client relationships
- Develop customized portfolio and wealth management strategies aligned to client goals and risk tolerance
- Oversee portfolio construction, asset allocation, investment selection, and ongoing performance monitoring
- Maintain deep relationships with clients through proactive communication and planning
- Partner with internal specialists across estate planning, lending, trust services, retirement planning, and alternative investments
- Identify opportunities to expand wallet share and deepen client engagement
- Support business development initiatives and referral generation
- Navigate market conditions while maintaining disciplined risk management practices
Ideal Background
- Current or recent experience as a:
- Portfolio Manager
- Private Wealth Advisor
- Financial Advisor
- Wealth Manager
- Managing Director / Senior Advisor
- Existing portable book of business and direct ownership of client relationships
- Experience working with affluent and high-net-worth clients
- Strong understanding of investment management, portfolio strategy, and financial planning
- CFP, CFA, CIMA, ChFC, or similar credentials strongly preferred
- Background coming from larger wirehouses, regional firms, private banks, RIAs, or boutique wealth platforms
- Strong communication and relationship management skills
- Entrepreneurial mindset with interest in long-term platform growth
Preferred Profile
The strongest candidates often:
- Manage approximately $1M–$100M+ in client assets
- Have established referral networks and long-term client relationships
- Are evaluating succession planning options
- Want greater flexibility, economics, or platform support
- Feel constrained by bureaucracy, payout limitations, or limited growth opportunities at their current firm
What’s Attractive About the Opportunity
- Strong platform and brand support
- Competitive economics and transition assistance
- Robust investment and banking capabilities
- Access to advanced planning resources and specialist teams
- Long-term growth and succession planning support
- Ability to operate in a collaborative but entrepreneurial environment
- Significant earning potential tied directly to business growth and client retention
Benefits
Highly competitive compensation structure
Transition packages and recruiting incentives available for qualified advisors
Earnings potential heavily tied to existing production and asset portability