Managing Director of Financial Advisory
About the Company
Premier wealth management firm
Industry Financial Services
Type Privately Held
About the Role
The Company is seeking a Managing Director of Financial Advisory to lead a team of experienced Financial Advisors. The successful candidate will be responsible for overseeing the advisory team, ensuring the delivery of exceptional client experiences, and maintaining a collaborative and high-performance culture. This role requires a proven track record in advising High Net Worth and Ultra High Net Worth clients, as well as a deep understanding of portfolio construction, wealth strategy, and estate or tax planning concepts. The Managing Director will also be instrumental in the firm's succession planning, and must have a desire to align with a platform that values both growth and legacy.
Applicants for the Managing Director position at the company should possess a FINRA Series 7 and 66 (or equivalent) and demonstrate an entrepreneurial mindset with strong ethics and professional maturity. The role demands a leader with a strategic vision, the ability to mentor and develop the advisory team, and a focus on driving the business forward. The ideal candidate will have a background in wealth management, with a strong network and the ability to attract and retain top talent. A collaborative approach and a commitment to the firm's values of excellence and long-term success are essential.
Travel Percent Less than 10%
Functions
Finance Business Development Strategy
About the Company
Premier wealth management firm
Industry Financial Services
Type Privately Held
About the Role
The Company is seeking a Managing Director of Financial Advisory to lead a team of experienced Financial Advisors. The successful candidate will be responsible for overseeing the advisory team, ensuring the delivery of exceptional client experiences, and maintaining a collaborative and high-performance culture. This role requires a proven track record in advising High Net Worth and Ultra High Net Worth clients, as well as a deep understanding of portfolio construction, wealth strategy, and estate or tax planning concepts. The Managing Director will also be instrumental in the firm's succession planning, and must have a desire to align with a platform that values both growth and legacy.
Applicants for the Managing Director position at the company should possess a FINRA Series 7 and 66 (or equivalent) and demonstrate an entrepreneurial mindset with strong ethics and professional maturity. The role demands a leader with a strategic vision, the ability to mentor and develop the advisory team, and a focus on driving the business forward. The ideal candidate will have a background in wealth management, with a strong network and the ability to attract and retain top talent. A collaborative approach and a commitment to the firm's values of excellence and long-term success are essential.
Travel Percent Less than 10%
Functions
Finance Business Development Strategy