Next Level Recruiting, LLC · 15 hours ago
Family Office Wealth Advisor
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expNext Level Recruiting, LLC is representing a nationally recognized independent RIA with over $40B+ in AUM. They are seeking experienced Lead Wealth Advisors to serve high-net-worth clients, delivering comprehensive planning and collaborating with in-house specialists while leading a client service team.
AccountingConsultingLegalWealth Management
Hiring Manager
Daniel Cohen
Responsibilities
Serve as lead advisor for high-net-worth clients and families
Deliver comprehensive planning: retirement, tax, estate, investments, and more
Collaborate with in-house specialists (planning, investments, tax, estate, client service)
Leverage the firm’s marketing, M&A, and referral pipeline to grow your book
Lead your client service team and mentor junior staff
Contribute to internal initiatives and have a voice in firm direction
Hybrid schedule with flexibility to work remotely and from a local office
Qualification
Required
8–10+ years of experience serving high-net-worth clients
CFP® or equivalent licenses/certifications; CPA, CFA, or other designations a plus
Background in RIA, private bank, or wirehouse environments
Strong relationship management and planning expertise
Leadership and growth mindset; team-first approach
Ability to build/grow relationships
Preferred
Portable book not required however would be a plus & easy transition to platform
Benefits
401(k) match
Insurance
CE support
Company
Next Level Recruiting, LLC
Where top companies meet next level talent. We leverage our global network & partner with our clients to find the optimal talent for any need.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jason Palmer
Co-Founder & CEO
Justin Solomon
Co-Founder & COO
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