Wealth Management Advisor

Wealth Management Advisor / Private Wealth Advisor / Wealth Strategist | Multiple U.S. Locations | Hybrid

Locations:

• West Palm Beach, FL • Tampa, FL • Miami, FL • Boston, MA • Atlanta, GA • Chicago, IL • Cleveland, OH • Dallas, TX • Denver, CO • Houston, TX • Los Angeles, CA • Minneapolis, MN • Nashville, TN • New York, NY • Philadelphia, PA • Scottsdale, AZ • Pittsburgh, PA • Salt Lake City, UT • San Diego, CA • San Francisco, CA • Seattle, WA • Stamford, CT• Washington, DC

A premier global investment and private wealth management organization is expanding its national advisory platform and seeking accomplished, relationship-driven Wealth Advisors to join its growing team across multiple U.S. markets.

This opportunity is designed for sophisticated advisors who have built strong professional networks, cultivated trusted client relationships, and are seeking a platform that combines entrepreneurial freedom with world-class investment, planning, and research capabilities.

This is not a transactional sales role — it is a highly consultative relationship management position focused on serving high-net-worth and ultra-high-net-worth individuals, entrepreneurs, executives, business owners, and multigenerational families. Advisors are empowered to become long-term strategic partners to their clients, helping navigate complex investment, wealth transfer, legacy, and financial planning decisions.

Why This Opportunity Stands Out:

• Prestigious global wealth management platform with significant assets under management

• Entrepreneurial environment supported by institutional-level resources

• Access to premier investment research, portfolio management, and wealth planning specialists

• Opportunity to build and scale a long-term advisory practice

• Highly collaborative and intellectually driven culture

• Market-leading onboarding, training, and ongoing advisor development

Key Responsibilities:

• Build and deepen relationships with affluent and ultra-affluent clients

• Serve as a trusted advisor across investments, wealth strategy, estate and legacy planning, and broader financial objectives

• Leverage and expand relationships with centers of influence including attorneys, CPAs, and business advisors

• Develop new business opportunities through existing networks, referrals, and community engagement

• Deliver highly customized and consultative wealth management solutions

Ideal Candidate Profile:

• Proven experience in wealth management, private banking, financial advisory, or relationship management

• Existing book of business and strong professional network preferred

• Demonstrated ability to cultivate long-term client relationships and drive business growth

• Executive presence, strong emotional intelligence, and exceptional communication skills

• Entrepreneurial mindset with strong business development capabilities

• Passion for investments, client service, and relationship management

Preferred Licenses:

Series 7, 63, 65, or 66 licenses — any combination is highly valued.

Hybrid Work Model:

This is a hybrid opportunity. During the first 3–6 months, advisors are expected to spend additional time in-office for onboarding, training, and immersion into the firm’s culture and advisory platform. Following that period, advisors typically maintain a flexible schedule — collaborating in-office periodically while spending significant time meeting with clients and developing relationships externally.

Interview Process:

The hiring process is comprehensive and relationship-focused, typically consisting of 4 to 5 interview stages over approximately 2–5 weeks.

This opportunity is ideal for advisors seeking a more sophisticated platform, stronger intellectual partnership, and the ability to deliver differentiated value to clients while continuing to grow a premier advisory practice.