Dynamic, Independent Registered Investment Advisor seeks a Wealth Advisor to source new high net worth clientele. The Firm provides high touch sophisticated financial advisory services to high net worth and ultra-high net worth clientele ($1M-100M+ net worth).
This role is ideal for an independent or captive IAR focused on asset management and comprehensive financial planning looking for a place to grow in a team-based, collaborative culture.
This role is also ideal for a professional from captive insurance companies seeking more robust investment and insurance solutions for their high-net worth clientele, with an above market, highly competitive payout.
Highlights
Advise high net worth and ultra-high net worth families on strategic asset management, estate, tax and financial planning, insurance, retirement planning, cash flow analysis and philanthropic advisory
Sophisticated investment platform with access to public and private investments including direct real estate and other sophisticated alternatives
High touch insurance design inclusive of private placement insurance solutions for UHNW clientele
Extensive mentorship and training in a forward thinking and planning driven culture
Significant base compensation, long-term payouts in perpetuity, no cap on upside
Path towards equity partnership
Requirements
Track record of successful business development with high net worth clientele