TWM Executive Search ยท 4 weeks ago
Private Client Advisor
NYC Metro Area
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expTWM Executive Search is an established and rapidly expanding RIA seeking a Private Client Advisor. The role involves providing wealth management services to HNW/UHNW clients with complex planning needs, while benefiting from a strong support team and a collaborative work environment.
Staffing & Recruiting
Hiring Manager
Gary Teigman
Responsibilities
Join a growing collegial group of advisors while being supported by team of CFAs, CIMAs, CFPs and S-65 trained staff
Serve as the Relationship Manager on a growing book of HNW/UHNW clients
The RIA has a STRONG pipeline of clients coming from the parent firm (accounting firm)
Firm offers a strong team atmosphere, as well as an incredible culture and leadership team
Substantial opportunity for career growth
Hybrid work environment
Qualification
Required
8+ years of wealth management experience
CFP required
Preferred
CFA
CIMA
CPA
Company
TWM Executive Search
Boutique Executive Search Firm specializing exclusively in the Wealth Management industry.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase