1250 Broadway 36th Floor New York, NY 10001
(212) 686-1686
FOR CANDIDATES
This page is for professionals exploring wealth advisory careers. Looking to hire wealth advisory talent instead?
Start With Your Goals. Explore the Right Fit.
You do not need to arrive with a job posting, a destination firm or a decision to leave. Ramax is a starting point for wealth advisors, wealth managers, financial planners and CFP® professionals considering what comes next.
We help you explore how different firms and platforms could support your work, your clients and your growth. That conversation can cover an employed advisory role, a planning position, a move with an established practice or a transition for an entire team.
Our reach is nationwide. Tell us where you want to work and whether you prefer an office, a hybrid arrangement or remote work. We can then discuss the firms, roles and working arrangements that may fit your experience and priorities.
Start a confidential conversation with Ramax
Prefer to begin with a posted opportunity?
These are selected advertised assignments. Your conversation with Ramax can extend beyond the roles shown here; availability and requirements depend on each search.
A BROADER PERSPECTIVEMore Than a New Firm. A Different Way to Build Your Business.
For many wealth advisors, the next move is not simply about changing employers. It is a business decision. The right platform should help you protect the client relationships you already have, deliver a stronger client experience, improve the economics of the practice, and create more room to grow.
That may mean affiliating with an independent platform, moving an established practice, launching your own RIA, transitioning an entire team, or finding a structure that offers greater ownership, flexibility, and control. Ramax starts with the business you have built and works outward from there.
A MORE DYNAMIC MARKETMore Possibilities. More Ways to Build.
The wealth management market continues to evolve. Advisors today have more choices in how they structure, own, grow, and ultimately create value in their businesses than they did even a few years ago.
The challenge is not simply finding another opportunity. It is understanding which operating model gives you the best combination of economics, client service, support, scalability, and long term enterprise value. Ramax helps you compare payout structures, transition economics, equity and ownership opportunities, platform costs, technology, infrastructure, and growth support side by side.
The question is not who will make you an offer. It is which structure gives your clients the experience they deserve while giving your business the strongest platform for what comes next.
WHO WE WORK WITHDifferent Career Stages. A Clearer Next Step.
01
Established Individual Advisors
Protecting client relationships while evaluating a stronger platform for growth, economics and long term value.
02
Employed Advisors & Planners
Financial advisors and planning professionals considering a role with an RIA, private wealth firm or advisory team, including opportunities where a transferable book is not required.
03
Advisor Teams
Considering a coordinated transition for an established group.
04
Breakaway and RIA Founders
Building a more independent enterprise, launching an RIA, or joining a platform designed to support ownership and scale.
Your next move should give you the tools, support and room to do your best work, whether you are developing your advisory career or building an established practice.
HOW IT WORKSA Simple, Confidential Process.
01
Confidential ConversationA private discussion about your experience, career or practice goals, preferred markets and what you want your next role or platform to make possible.
02
We Map the OptionsWe draw on relationships across firms and platforms to identify the models and opportunities that may fit your situation.
03
You Decide What Happens NextYou control the process. There is no obligation to move forward.
COMMON QUESTIONSWhat Advisors Usually Want to Know.
Do I need a transferable book of business?
Not for every role. Some wealth advisor positions focus on financial planning, client service or working with an existing team; others require business development experience or an established practice. Tell us what you do today so we can discuss the relevant path.
Do you work with advisors outside New York?
Yes. Ramax works with wealth management professionals across the United States. Share the cities or regions you would consider, and whether you are open to relocation. Location and remote or hybrid arrangements depend on each firm and role.
Where can I see current wealth management jobs?
View posted wealth management searches. These are specific advertised assignments. This page also welcomes broader career inquiries; an inquiry does not mean a matching vacancy is currently available.
Will my current firm know?
Not from us. Ramax does not contact your current firm, and nothing is shared with another firm without your permission.
Do I pay Ramax?
No. Ramax is compensated by the hiring firm or platform.
What about non solicitation restrictions or the Broker Protocol?
These issues vary by firm and situation. One early question is whether your current firm and a prospective destination are Protocol signatories. Ramax can help identify the issues that should be evaluated, but legal advice should come from qualified counsel.
What size practice do you work with?
There is no single minimum practice size across all searches. Some assignments are for employed advisors and planners; others suit established producers, teams or breakaway groups. Requirements depend on the role. Start with your experience and objectives.
What will you need from me, and when?
Very little at the beginning. An initial conversation is about your goals, business, and priorities. More detailed information is only needed if you decide there is a reason to explore a specific opportunity further.
Should I use my work email or phone?
Use a personal email or phone if you prefer. Many advisors do. Ramax will not contact your current firm, and nothing is shared with another firm without your permission.
How long does a transition usually take?
It depends on the advisor, team, structure, and destination. Some processes move quickly, while others take months of planning.
MORE CAREER SPECIALTIES
Explore Other Financial Services Careers
Interested in other areas of financial services? Explore candidate opportunities and career guidance across the Ramax practice.
View All Financial Services Careers →
Alternative Investments CareersPrivate Equity CareersHedge Fund CareersPrivate Credit CareersAsset Management CareersBanking CareersFamily Office CareersAccounting and Finance CareersLegal and Compliance CareersRisk Management CareersOperations and Middle Office CareersInvestment Trading and Quantitative CareersInvestor Relations and Capital Formation CareersAI and Technology Careers
CONFIDENTIAL. LOW PRESSURE. COMPLETELY YOUR CALL.
Make Ramax Your First Conversation.
Tell us where you are in your career, what you want to improve and how you would like to work. You do not need a resume, a specific opening or a final decision to make a move. We will help you explore which roles, firms or platforms may fit, and you decide what happens next.
Schedule a confidential conversation with Peter, email [email protected] or call (212) 686-1686.
Confidential conversationNo commitment requiredDirect response from Ramax
Your information is handled confidentially.
Contact Information
Fax: (212) 686-1590
RAMAX EXPERTISE
All Expertise | Wealth Management | Alternative Investments | Private Equity | Hedge Funds | Accounting & Finance | Legal & Compliance | AI & Technology