Launch Recite Me assistive technology
Back to job search

Partner, SVP Financial Advisor

  • Location:

    New York

  • Sector:

    Accountancy & Finance

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Joshua Roman

  • Contact email:

    Joshua.Roman@oliverjames.com

  • Job ref:

    JOB-042025-276546_1751383817

  • Published:

    etwa 16 Stunden her

  • Expiry date:

    2025-07-31

A fast-growing, $2B+ AUM wealth advisory firm (RIA) seeking experienced HNW/UHNW Advisors ready to grow their book, access equity, and join a collaborative, planning-first culture.

We are partnering with a boutique, growth-oriented wealth management firm headquartered in New York City. The firm, currently managing over $2 billion in assets, is looking to bring on experienced Financial Advisors who specialize in serving high-net-worth and ultra-high-net-worth clients.

This is an opportunity for an advisor seeking autonomy, scale, and partnership - with a structure that rewards performance, long-term alignment, and a deep commitment to client service.

Role Overview:
You will join a team of accomplished professionals in a firm that prioritizes personalized client relationships, advanced planning capabilities, and institutional-grade investment access. Advisors in this firm operate with the full support of dedicated planning, investment, operations, and compliance teams. Whether you're NYC-based, remote, or interested in expanding into a new market, the firm provides flexibility and resources to build your business the right way.

Compensation & Equity:

  • Competitive, tiered payout ranging from 50% to 75% based on revenue

  • Access to equity in the firm with Tag-Along Rights

  • Comprehensive benefits, including healthcare, retirement plans, and operational support

What You'll Do:

  • Transition and grow a book of high-value clients, either independently or in partnership with other advisors

  • Deliver customized wealth planning, investment strategy, tax optimization, and estate planning services

  • Collaborate with the firm's leadership to shape ongoing platform development and expansion

  • Build and deepen multigenerational relationships with a fiduciary mindset

  • Contribute to a culture of transparency, planning excellence, and entrepreneurial spirit

Who You Are:

  • An experienced advisor with a proven track record of working with clients in the $2MM+ AUM range

  • Comfortable managing complex planning needs across tax, estate, philanthropic, and investment dimensions

  • Interested in long-term firm growth and equity participation

  • Authorized to work in the U.S.

  • Based in or open to working in NYC, remote, or expanding into a new market

Why This Role:
You'll join a firm that is scaling smartly - with strong leadership, aligned incentives, and a commitment to elite client service. Your contributions will be visible and valued, not lost in a sea of advisors. You'll have ownership (literally and figuratively) in your outcomes and access to a community of top-tier professionals who share your client-first vision.

Please apply for a confidential conversation about this opportunity.

Image 2020 11 03 T18 21 29

The latest OJ Webinar

Are you looking to relocate?