Director Wealth Management

Well established, 3 Billion+ AUM Independent RIA in Midtown Manhattan seeks a Senior Wealth Advisor to focus on comprehensive wealth management and client retention. Not a commissioned sales role ~ Collaborative, Ensemble Practice Highlights Advise high net worth and ultra-high net worth families (5-50mm net worth's) through providing guidance on strategic asset allocation, estate, tax and financial planning, retirement planning, cash flow analysis and philanthropic advisory Collaborative, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management Long-term opportunity for ownership and equity Requirements 10+ years wealth management experience and advanced designations such as CFP, JD, CPA or CFA Seniority level Director Employment type Full-time Job function Business Development, Accounting/Auditing, and Strategy/Planning Industries Investment Management, Financial Services, and Law Practice #J-18808-Ljbffr

Created: 2025-03-01