Senior Wealth Advisor/Partner
Next Level Recruiting, LLC
Job Description
Senior Wealth Advisor / Partner
Multiple Markets | Growth Opportunities Available
Build Your Practice. Own Your Future.
Our client is a well-established, multi-billion-dollar independent wealth management firm seeking experienced Wealth Advisors, Advisor Teams, and Independent Practices interested in accelerating the next stage of their business.
This opportunity combines entrepreneurial freedom with institutional resources, allowing advisors to maintain greater control over their practice while benefiting from sophisticated technology, compliance, operations, and transition support.
If you're looking for stronger economics, long-term ownership, and a platform built for growth, we'd welcome a confidential conversation.
What We're Looking For
Ideal candidates possess:
- Approximately $750K+ T12 production and/or $50M+ in client assets
- 8+ years of wealth management experience
- Strong relationships with affluent, HNW, or UHNW clients
- Demonstrated business development success
- Comprehensive planning mindset
- Entrepreneurial spirit
We're interested in speaking with:
- Individual Advisors
- Advisor Teams
- Independent Practices
- Bank Advisors
- Wirehouse Advisors
- Hybrid Advisors
Why Advisors Consider This Opportunity
Greater Independence
- More control over your practice
- Flexibility to build your own team
- Ability to shape your client experience
- Long-term ownership opportunities
Attractive Economics
- Competitive advisor payout structure
- Equity participation opportunities
- Ability to build enterprise value
- Flexible succession planning
Best-in-Class Transition Support
A dedicated transition team helps manage:
- Legal
- Operations
- Client onboarding
- Technology migration
- Transition planning
Allowing advisors to remain focused on their clients throughout the process.
Client Focus
Our client primarily serves:
- High-Net-Worth Families
- Business Owners
- Corporate Executives
- Multi-Generational Families
- Ultra-High-Net-Worth Clients
This Opportunity May Be Right For You If...
You're looking for:
- Greater autonomy
- Stronger long-term economics
- Equity ownership
- Succession planning flexibility
- Institutional resources without sacrificing independence
- A platform designed to help you grow
Additional information regarding our client, platform, advisor economics, and transition support will be shared with qualified candidates during the interview process.
Vacancy posted 8 days ago
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