What are the responsibilities and job description for the Private Wealth Advisor position at The Anderson Search Group?
Wealth Advisor - New York, New York
The Anderson Search Group has been engaged by a top boutique, high-net-worth and ultra-high-net-worth wealth management firm to identify a Senior Wealth Advisor for the New York City, New York market. With over 100 years of experience and part of one the 15th largest bank holding companies, this firm has a world class platform to bring the white glove, concierge service and capabilities your elite clients deserve.
The Ideal Candidate Shall Possess:
- 7 years of proven success bringing in new high-net worth households, new assets, and new revenue from their own centers of influence
- Entrepreneurial spirit and drive
- Client is open to business developing wealth planners and wealth strategists wishing to become the quarterback of a high-net worth wealth management relationship
The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Salary : $200,000 - $225,000