What are the responsibilities and job description for the Family Office Wealth Advisor position at Next Level Recruiting, LLC?
Overview (New York)
Our client is a nationally recognized, independent RIA with over $40B in AUM and a growing presence across 45 states. The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership.
They are seeking experienced Lead Wealth Advisors to join their team in key regions. This is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to partnership and potential equity.
The Role
- Serve as lead advisor for high-net-worth clients and families
- Deliver comprehensive planning: retirement, tax, estate, investments, and more
- Collaborate with in-house specialists (planning, investments, tax, estate, client service)
- Leverage the firm’s marketing, M&A, and referral pipeline to grow your book
- Lead your client service team and mentor junior staff
- Contribute to internal initiatives and have a voice in firm direction
- Hybrid schedule with flexibility to work remotely and from a local office
Ideal Background
- 8–10 years of experience serving high-net-worth clients
- CFP® or equivalent licenses/certifications; CPA, CFA, or other designations a plus
- Background in RIA, private bank, or wirehouse environments
- Strong relationship management and planning expertise
- Leadership and growth mindset; team-first approach
- Portable book not required however would be a plus & easy transition to platform, ability to build/grow relationships is key
Why This Platform Stands Out
- Team Infrastructure: Advisors are supported by dedicated planners, client service managers, portfolio specialists, and ops
- Growth Engine: Robust inbound lead channels, marketing support, and business development team
- Full-Service Platform: In-house tax, estate, trust, and investment solutions for true holistic advice
- Defined Partnership Track: Transparent path to equity and leadership for high-performing advisors
- Advisor-Centric Culture: Entrepreneurial, collaborative, and built for long-term advisor success
- Compensation & Benefits: Competitive comp incentives, 401(k) match, insurance, CE support, and more
This is a rare opportunity to grow your practice with real support, earn your place in a national platform, and focus on what you do best: serving clients.