Wealth Advisor, Top Wealth Management Firm, Offices across the USA

Job Description

Job Description

AP Executive, with several global offices, is a leading specialist executive search agency with more than 3 decades of wealth management industry experience. Our clients, amongst other sectors, are blue chip international banks, wealth management firms, private offices, legal/professional services companies, fintechs as well as related sectors.

A large US wealth management firm with offices across most States, has exclusively mandated us to hire a seasoned private wealth advisor (PWA) currently managing the assets of UHNW entrepreneurs and private individuals, and who is seeking a more business driven platform in order to smoothly and actively attract at least USD 50 to USD 100 million in the first year.

The successful individual will have been looking after Assets under Management (AUMs) of at least USD500m for at least 5 years.

Our client has offices across the United States in every large city.

The role is a highly entrepreneurial front-office position firstly focused on business development, subsequently looking at farming the acquired AUM within a new team.

Core responsibilities:

• Client acquisition: Proactively prospect and acquire HNW and UHNW individuals and entrepreneurs with a minimum of 5 years experience as a PWA
• Asset gathering: Assume full ownership of generating sustainable Net New Assets (NNA) and expanding AUM.
• Holistic advisory: Serve as a trusted advisor, working alongside internal specialists (investment, wealth structuring, tax and succession experts) to provide bespoke wealth solutions.
• Compliance & KYC: Enforce strict adherence to the US regulatory framework overall, to AML/KYC regulations and internal risk policies specifically.
• Portfolio stewardship: Conduct ongoing portfolio reviews and monitor financial markets to ensure investment allocations match client risk profiles and time horizons.

• Entrepreneurial drive: A strong business developer/hunter mindset, commercial drive, and excellent negotiation and networking abilities.
• Regulatory knowledge: Deep knowledge of local and international private banking standards and cross-border regulatory frameworks.

• Degree in business, economics, finance, banking, real estate, law, marketing or other related disciplines. A master’s or an advanced degree is an additional advantage

Our valued client offers a competitive fixed salary with an excellent bonus structure. We can only consider candidates who are eligible to live and work in America.

For further information and a discreet discussion please contact directly Pete Becker, Head of USA at with your CV, profile and motivation letter.

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