Wealth Advisor

We have an opportunity for an experienced Wealth Advisor to join a sophisticated, independent RIA serving high and ultra-high-net-worth families. This is your chance to scale your $30M+ book inside a $2B+ firm offering bespoke investment access, deep operational support, and a path to equity.

DUTIES & RESPONSIBILITIES

• Serve as the lead advisor for a select group of HNW/UHNW clients, delivering comprehensive wealth management solutions
• Create and implement holistic financial plans encompassing estate, tax, trust, and charitable strategies
• Leverage a robust platform of public and private investment options, including alternative investments, co-investments, and tax-efficient portfolios
• Cultivate and deepen relationships with inherited and new clients through a planning-first, client-centric approach
• Drive new business development through strategic prospecting, referrals, and networking within the region
• Collaborate with internal specialists across operations, planning, and investment management to deliver an integrated client experience
• Contribute to the firm’s culture, growth, and strategic vision, with long-term potential for equity and partnership

QUALIFICATIONS

• 5+ years of experience in a lead advisory role at an RIA, private bank, or wirehouse
• Proven history managing $250K–$500K+ in production, with a portable book of $30M+ in assets (required)
• Deep experience serving clients with $1M–$10M+ in investable assets
• CFP required or in-progress (CPWA, CFA a plus)
• Strong planning background
• Expertise across both public and private markets, including alternative investments
• Technologically fluent, with experience in Salesforce and custom client portals
• Ethically sound with a clean U4 and commitment to fiduciary standards
• Entrepreneurial, collaborative, and driven—ideally with regional ties to PA/NJ/NY and interest in partnership