Senior Wealth Advisor

$325,000 – $700,000 | New York City office or fully remote

Senior Wealth Advisor – New York

You built the book. Why is someone else keeping the economics?

Some of the strongest advisors in the New York market are quietly making the same move: leaving wirehouse and bank platforms for a firm that gives them ownership, better payouts, and institutional firepower without the bureaucracy. Our client is a nationally recognized, fast-growing wealth management firm in active growth mode across the Tri-State area. Strong candidates move quickly through the process.

New York advisors serve some of the most demanding clients in the world: executives, professionals, business owners, and multigenerational families. Here, you serve them your way. Open architecture. No proprietary product pressure. No one-size-fits-all deal.

What you'll be doing:

• Serve as lead advisor to a book of HNW and UHNW households, delivering integrated investment, tax, estate, and risk planning.
• Transition existing client relationships with the support of the transition team, in line with your contractual obligations and the Broker Protocol where applicable.
• Construct and manage portfolios using the firm's open-architecture platform, including models, SMAs, alternatives, and custom solutions.
• Bring in the firm's tax, estate, trust, and business planning specialists, and coordinate with clients' CPAs and attorneys.
• Grow the practice through referrals, centers of influence, and firm-supported marketing and client events.
• Lead annual reviews and planning meetings, maintaining documentation to fiduciary standards.
• Optionally build a team of associate advisors and client service professionals as the practice scales.

What changes when you make the move:

• Your clients. Full ownership of every relationship, backed by a national brand.
• Your flexibility. Work from the New York City office or fully remote, anywhere in the U.S.
• Your bench. In-house tax, estate, trust, and business planning specialists, so you deliver family-office-level advice without building it yourself.
• Your toolkit. Open-architecture investments, institutional research, and modern portfolio technology.
• Your move, handled. A dedicated team covering repapering, account transfers, compliance, and announcements.
• Your growth. Room to hire, build a team, and own a niche, plus a real voice in firm strategy.

How the economics work:

• Ongoing compensation is production-based, with a transparent revenue share that is typically well above wirehouse grids.
• Transition packages are sized primarily on trailing-12-month revenue and AUM, and may combine upfront and asset-based components.
• Every deal is individually structured; there is no fixed template.

Who this is for:

• 7+ years as a financial advisor, wealth manager, private banker, or planner.
• Ideally $75M+ in AUM or $500K+ in trailing-12 revenue; strong advisors with smaller or non-portable books are still encouraged to reach out.
• Wirehouse, private bank, or independent RIA background.
• Series 7 and 66 (or 65) preferred; CFP®, CIMA®, or CPWA® a plus.
• A clean U4/regulatory record.
• Entrepreneurial, relationship-driven, and committed to fiduciary advice.

The best time to know your options is before you need them. Find out what your book is worth on this platform in a 100% confidential conversation. No obligation, and no one at your current firm will know.