We're partnered with a leading global wealth management firm dedicated to serving high and ultra high net worth individuals and families. The platform is built on an open architecture investment platform, robust firm generated lead flow, and decades of investment in technology and specialist resources.
About the Role:
As a Private Wealth Advisor, you'll manage and grow relationships with high and ultra high net worth clients, drawing on institutional grade technology, research, and a deep bench of specialists to deliver sophisticated financial strategies. This role is built for advisors who want to focus on clients and growth rather than administration, with firm generated leads supplementing your pipeline and a dedicated support team handling the operational lift.
Responsibilities:
Qualifications:
Featured Benefits:
Considerable transition package, global brand recognition, institutional grade technology and research, direct access to solutions specialists, dedicated support team, long term career stability
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