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Wealth Advisor Role

The Wealth Advisor we seek has experience representing their company and themselves within the communities where they work and reside. Our retained client is widely recognized for its distinctive, distinguished platform—offering advice that truly makes a difference. Our clients Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidants, initially attracting clients to the company 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 makes our clients Advisors unique? Their backgrounds are as varied as our clients’. The 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

Strong academic credentials A passion for investing and for people


Our clients do not take their success for granted. The firm’s culture is deeply rooted in lifelong learning, innovation, inclusion, and never settling for the status quo. Because our clients hiring profile is unique among their industry peers, they strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor, completes our clients 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 including portfolio managers, wealth strategists, top senior Advisors, and senior management. Training doesn’t stop there. Our clients support their advisors with continuing education and ongoing professional development throughout their careers.

We have current openings nationwide: Client offices locations with openings are: Atlanta,GA. Boston,MA. Chicago,IL. Cleveland,OH. Dallas,TX .Denver,CO. Houston,TX. Los Angeles,CA. Miami,FL. Minneapolis,MN. New York,NY. Philadelphia,PA. San Diego,CA. San Francisco,CA. Seattle,WA. Tampa,FL. Washington, D.C. West Palm Beach,FL. Naples,FL.Orlando,FL. Jacksonville,FL. Salt Lake City, UT. New Jersey, NJ. Detroit, MI.

Associate Advisor Role

Leading global investment management firm that offers high quality

research and diversified investment services to institutional

clients, individuals and private clients in major markets around the

world. They employ investment professionals with expertise in growth equities, value equities, fixed income securities, blend strategies, and alternative investments, and, through its subsidiaries and joint ventures. Research disciplines include fundamental research, quantitative research, economic research and currency forecasting capabilities.

This client provides advanced planning strategies and a wide

array of investment management services to high net worth families,

endowments and foundations, and institutions to help them reach specific

financial objectives. Our client in Private Wealth Management is distinguished

among major wealth managers by its single focus and the resulting alignment

of interests and accountability this brings to each client relationship.

Our clients Private Wealth Management reported $94 billion in assets under


Job Description:

We are looking for Private Wealth Associates to work in a client facing role

with a team of Financial Advisors in Private Wealth Management.

This role will require candidates to build upon their current skill set and will

provide unparalleled immersion into all aspects of the wealth management

industry. This is an exciting and challenging opportunity to partner with

experienced Sr. Financial Advisors to provide all aspects of client servicing including asset allocation advice, portfolio analytics, Trust & Estate Planning, Retirement Planning, and Core/Discretionary Planning for high net worth clients and prospects.

A Private Wealth Associate will:

•Partner with Financial Advisors to build their business and provide service

and support functions such as portfolio analysis, account creation and

maintenance, and client/prospect meeting preparation

•Partner with team members to accomplish a common goal of providing

exceptional service

•Interact with clients to support all aspects of their servicing needs related to

the management of their relationship

•Interact and network with senior professionals throughout the firm to fuel

career success

Training Program:

Private Wealth Associates will participate in a comprehensive and robust three phase training program, spanning approximately three years. The Associate

Development Program (ADP) will enable Associates to build a foundation of

knowledge and develop skills needed to achieve client service excellence and

fuel success as a financial professional. Curriculum will be delivered both in a

formal classroom and on the job setting.

Content can include:

• In-depth industry training, as well as on proprietary investments,

services, policies and procedures

•Advanced training on trusts & estates, wealth planning analytics,

investment management philosophies, and financial management


•A focus on client service excellence, partnership and sales training in

order to strengthen the client experience

•Behavioral training geared toward the development of communication,

leadership, and other professional skills

•Career management, one-on-one coaching, and specialized skills

training to achieve success beyond the Associate role

Job Qualifications:

The ideal candidate should have a bachelor’s degree in business, finance or

economics with excellence in academics and strong leadership experience.

Candidates should either have two years of industry experience or be a recent

college graduate with relevant internships.We are looking for accomplished team players who seek a rigorous and challenging environment for their career development. Candidates should be client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast paced atmosphere. They should also possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships. Proficiency in Word and Excel are required.

Successful candidates will be sponsored for required series 7 & 63 licenses.

We have open positions nationwide: Client offices locations with openings are: Atlanta,GA. Boston,MA. Chicago,IL. Cleveland,OH. Dallas,TX .Denver,CO. Houston,TX. Los Angeles,CA. Miami,FL. Minneapolis,MN. New York,NY. Philadelphia,PA. San Diego,CA. San Francisco,CA. Seattle,WA. Tampa,FL. Washington, D.C. West Palm Beach,FL. Naples,FL.Orlando,FL. Jacksonville,FL. Salt Lake City, UT. New Jersey, NJ. Detroit, MI.