Job Description
Lead Advisor Role with Planning-First, Fiduciary RIA
A growing fee-only Registered Investment Advisor is seeking an experienced Private Wealth Advisor to join their collaborative team. This role is ideal for someone who values meaningful client relationships, wants to deliver personalized financial planning at a high level, and is looking for the support of a strong operational infrastructure without sacrificing independence.
Advisors at this firm are empowered to lead with planning, focus on what’s best for the client, and grow their practice in a supportive, fiduciary environment. The firm offers robust internal resources and encourages a team-oriented culture where advisors can thrive long-term.
What You’ll Be Doing:
Serve as the lead advisor for a group of high-net-worth clients, providing tailored financial planning and investment guidance.
Develop strategies across retirement, estate, tax, and generational wealth planning.
Conduct ongoing portfolio reviews and adjust strategies in response to client goals or market changes.
Collaborate closely with in-house investment, planning, and client service teams to ensure a seamless client experience.
Engage with new prospects through the firm’s referral and marketing channels to help organically grow your book.
Ideal Candidate Profile:
Currently managing a transferable book of business that can move with you.
Holds an active Series 65 license
CFP® designation strongly preferred.
Passion for client service and a fiduciary, planning-first approach.
Experienced with Ultra High Net Worth Clientele
Why Advisors Love This Firm:
Fee-only, fiduciary model focused entirely on the client’s best interest
Dedicated internal support teams to handle operations, planning, and investments
Established referral system and marketing support to help grow your practice
Competitive base + bonus compensation, 401(k) match, and full benefits
Revenue sharing and career growth opportunities with long-term upside
This is a strong opportunity for a seasoned advisor looking to align with a client-first firm that provides the tools, talent, and infrastructure needed to support meaningful growth and long-term success. Apply now!!
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