Wealth Management Producer - US

The Opportunity We're launching a private wealth practice in the New York metro area to follow suit from their strong Denver and Wichita teams and we're looking for the Advisors to build it. As the first dedicated Private Wealth Advisor in the region, you'll build your own book from scratch or if you are an experienced Consultant with a book - backed by the resources, brand and referral network of a well-established, employee-owned national insurance brokerage. What You'll DoBuild a private wealth practice using a holistic, planning-first approachPartner with commercial insurance and benefits producers to earn client introductionsServe as primary Advisor across cash flow, protection, investments and estate planningTap into an internal network, including 60,000+ advised retirement plan participants and corporate ExecutivesWork with centralized investment, planning and ops teams (based in Denver/Wichita) to deliver sophisticated solutionsWho You AreCFP certifiedMid-career, with a long runway and a builder's mindsetEntrepreneurial "hunter" who enjoys business developmentSelf-starter who can work solo locally while collaborating with a remote teamBeliever in planning-led wealth managementExcited by cross-referrals in a multi-disciplinary firmWhat's on OfferW-2 role with direct employee ownership in the firmCompetitive, revenue-based pay with a transitional guaranteeCentralized support: portfolio construction, planning, compliance, client serviceCollaborative culture built around internal referralsVisit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.Discipline(s): General Insurance USA, General InsuranceJob type: Permanent