Lead Family Office Wealth Advisor—Equity & Partnership

A leading recruiting firm in New York is seeking an experienced Lead Wealth Advisor to serve high-net-worth clients. This role offers comprehensive planning support and a defined path to partnership and potential equity. Candidates should have 8–10+ years of experience in wealth management, with relevant certifications like CFP®, and possess strong relationship management skills. This position supports flexible hybrid work and provides a collaborative and entrepreneurial environment to facilitate advisor success.
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