Wealth Advisor

Wealth Advisor | Path to Partnership | New York City

Job Summary & Introduction


A nationally recognized, Barron's Top 10 Registered Investment Advisor (RIA) is seeking a Wealth Advisor to join its growing New York City office.


This opportunity is designed for advisors who have developed strong client relationship and advisory skills but are looking for a platform that can accelerate their career growth. Whether you are managing relationships within a larger team, supporting a senior advisor's practice, or serving as a trusted advisor to clients with limited opportunities to expand your role, this position offers a compelling next step.


The firm combines the scale, resources, and reputation of a leading national RIA with a highly collaborative culture focused on advisor development. Advisors benefit from direct mentorship, established referral channels, institutional support, and a clearly defined Path to Partnership.


This is an opportunity to join a well-capitalized and highly respected firm that continues to invest heavily in its advisors, its clients, and the growth of its New York City presence.

Skills & Experience


5-10 years of experience in wealth management, private wealth, or financial advisory services


Experience working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients preferred


CFP designation preferred


Strong client relationship management and communication skills


Experience participating in financial planning and advice delivery


Ability to build trust with affluent individuals, families, and business owners


Client-facing advisory experience within an RIA, wirehouse or wealth management platform


Desire to continue growing as a trusted advisor within a collaborative and highly respected wealth management organization


Team-oriented mindset with a willingness to learn from experienced advisors and mentors


Interest in pursuing long-term career growth and partnership opportunities

Detailed Job Description


This Wealth Advisor position offers the opportunity to join one of the most respected independent wealth management firms in the country as it continues to expand its presence in New York City.


The successful candidate will work alongside highly accomplished advisors and benefit from meaningful mentorship, professional development, and exposure to sophisticated High Net Worth and Ultra High Net Worth client relationships. The firm has intentionally built an environment designed to help advisors grow faster through collaboration, shared expertise, and access to institutional resources.


Unlike many traditional advisory platforms, advisors are not expected to navigate growth alone. The firm provides access to established referral sources and strategic relationships designed to help advisors create meaningful client acquisition opportunities. Advisors also benefit from the guidance and mentorship necessary to convert those opportunities into lasting client relationships and long-term business growth.


The ideal candidate is already functioning in a client-facing advisory capacity. They may be managing relationships within a larger practice, serving as a relationship manager for a senior advisor's clients, or acting as a primary advisor for a portion of a larger book of business. They understand the advisory process, enjoy working directly with clients, and are seeking a platform that offers greater opportunity, support, and long-term career progression.


The compensation structure is designed to provide advisors with confidence and stability while they continue developing their practice. A significant non-recoverable draw provides meaningful runway, allowing advisors to focus on building relationships and delivering exceptional client outcomes rather than operating under immediate production pressure. Advisors also participate in a revenue-sharing model that rewards growth and client acquisition.


Most importantly, the firm offers a clearly defined Path to Partnership that aligns advisor success with the long-term growth of the organization. For professionals seeking mentorship, opportunity, institutional support, and a place within one of the industry's most respected RIAs, this represents a unique opportunity to accelerate their career while contributing to the growth of a highly successful New York City office.

If interested, please apply or email [email protected] for a confidential conversation about this opportunity.