Wealth Advisor
Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to the firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients’ inner circle, the Wealth Advisor intimately understands each client’s values, lifestyle and philanthropic goals. They connect clients to the firm’s vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Wealth Advisor enhances clients’ financial well-being while standing out among a crowded field.
What We’re Looking For:What makes THIS role and advisor opportunity unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics:
Entrepreneurial Spirit
Intellectual Curiosity
High Emotional Quotient ("EQ")
Determination and Relentless Drive for Success
Spirit of Generosity in Working With and Within Their Community
Excellent Interpersonal and Communication Skills
Structure and Discipline
...and the following qualifications:
An existing network that can be continuously cultivated and expanded within the community
Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors
Comfortable interacting with individuals of significant wealth
Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions
Trustworthiness and personal integrity that is beyond reproach
A passion for investing and for people
Who We Are:Our client advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. Specializing in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs.The firm is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you.
What We Stand For:
TRUSTWORTHINESS—We are accountable. Integrity, transparency and reliability are core to our business model.
INNOVATION—We’re always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes.
TEAMWORK—We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service.
EQUITY—We are committed to building a culture of diverse perspectives – one where all employees feel valued and are treated fairly.
COMMUNITY—We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals.
RESPONSIBILITY–We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us.
Our Market-Leading Training Program:The firm’s culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at the firm including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn’t stop there. We support our advisors with continuing education and ongoing professional development throughout their careers.
Base Salary Range: $115,000 to $180,000. Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base salary is just one component of total compensation,which may include, depending on eligibility, benefits, commissions, year-end incentive compensation, and other incentives.
