Private Wealth Advisor jobs in United States
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The Anderson Search Group ยท 1 day ago

Private Wealth Advisor

positionNew York, United States
timeFull-time
remoteOnsite
senioritySenior Level
money$200K/yr - $225K/yr
date7+ years exp

The Anderson Search Group has been engaged by a top boutique wealth management firm to identify a Senior Wealth Advisor for the Long Island, New York market. This role focuses on bringing in new high-net-worth households and revenue, providing elite clients with concierge service and capabilities.

Banking
Hiring Manager
Jeremy Anderson
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Responsibilities

7+ years of proven success bringing in new high-net worth households, new assets, and new revenue from their own centers of influence
Entrepreneurial spirit and drive
Client is open to business developing wealth planners and wealth strategists wishing to become the quarterback of a high-net worth wealth management relationship

Qualification

High-net-worth client acquisitionWealth management expertiseBusiness developmentEntrepreneurial spiritClient relationship management

Required

7+ years of proven success bringing in new high-net worth households, new assets, and new revenue from their own centers of influence
Entrepreneurial spirit and drive
Client is open to business developing wealth planners and wealth strategists wishing to become the quarterback of a high-net worth wealth management relationship

Company

The Anderson Search Group

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Boutique Commercial Banking and Private Wealth Executive Search Firm specializing in placing elite commercial banking talent with the nation's finest financial institutions.
dateFounded in 2011
location
Ada, Michigan, US
people-size2-10 employees
web-link
http://www.andersonsearch.com

Funding

Current Stage
Early Stage

Leadership Team

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Jeremy Anderson
President & CEO
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Company data provided by crunchbase