Wealth Management Advisor
Next Level Recruiting, LLC
Talent Acquisition & Porting Books @ NLR | Private Wealth | Family Office | Multi Family Office/RIA | Wealth Management | Investment Banking |…
Location: Seattle / PNW region
Firm Overview
Our client is a fast-growing, fee-only boutique RIA based in Upstate New York. Founded in 2015, the firm delivers institutional-quality financial planning and investment advice with the personalized care of a local, high-touch practice.
With a deeply rooted client-first philosophy and a close-knit team culture, this firm is known for proactive service, holistic planning and disciplined investment management—including unique access to private and alternative investments. Now, they’re looking to add a Senior Wealth Advisor who can step into a lead role and grow into future partnership.
The Opportunity
This is a rare opportunity to take a leadership seat at a successful boutique firm—with a clear, supported path to equity ownership. You’ll inherit and grow a book of high-net-worth relationships, backed by a team that prioritizes quality over quantity and values long-term planning over product sales. The right candidate may bring a partial book or transition clients over time.
Why This Role Stands Out
- Equity Track: Transparent path to partnership and firm ownership for high-performing advisors.
- True Fiduciary Environment: No sales quotas. No product pushing. Just real planning and client-first service.
- High-Impact Role: Help shape firm strategy, contribute to investment direction, and be a voice at the table.
- Institutional-Grade Platform: Streamlined operations, cutting-edge planning tools, and access to alternative investments.
- Flexible & Collaborative Culture: Work remotely or hybrid, with a supportive team that values balance and autonomy.
- Strong Compensation: Competitive base salary, incentive structure, and full benefits (health, 401k match, CE support, E&O, and more).
Who We’re Looking For
- Experienced Advisor: 8–10+ years serving HNW clients in an RIA or planning-focused setting.
- Credentialed Pro: CFP® or relevant designations required (CFA, CPA, or other designations a plus).
- Client-Centric Leader: Someone who thrives in a boutique, collaborative team and wants to build deep, multigenerational relationships.
- Entrepreneurial Mindset: Interested in growth, influence, and long-term equity.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Business Development, Consulting, and Finance
Industries
- Financial Services, Business Consulting and Services, and Investment Advice
Benefits
- Medical insurance
- Vision insurance
- 401(k)
- Paid maternity leave
- Child care support
- Student loan assistance
- Disability insurance
- Tuition assistance
- Paid paternity leave
- Pension plan
Vacancy posted 2 days ago
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