Succession Planning, 300m AUM
Suffolk County, Long Island
Overview
Dynamic fast growing 5B+ AUM RIA is seeking a Financial Advisor to play an integral role in the succession plan for a ~300M AUM Managing Director nearing retirement.
Highlights
- Serve as the lead advisor on a select group of high-net-worth clientele transitioning over time from the Managing Director who is still very much in growth mode
- Continue to grow your book of business while being introduced to an extensive network of local referral sources and centers of influence
- Team-based, forward-thinking and planning-driven culture providing guidance to high net-worth families on sophisticated financial planning, investment and insurance solutions
- Named a Best Place to Work by Investment News and Inc. Magazine multiple years in a row
- Significant base compensation, long-term payouts in perpetuity, no cap on upside
- Path towards equity partnership
Requirements
- Track record of successful business development with high net-worth clientele
- CFP required (or ability to obtain CFP within 12 months of hire)