Our client is a respected independent wealth management firm built to serve the evolving needs of high-net-worth and ultra-high-net-worth individuals. They are now expanding their senior advisory team and seeking experienced advisors-particularly from the wirehouse or bank channels-who are ready to take the next step toward true partnership and long-term growth.

Whether you're a seasoned advisor tired of limited flexibility, or a rising star who feels boxed in by grid caps, internal politics, or lack of support, this platform offers a compelling alternative.

This is not simply a landing spot-it's a launchpad.

As an SVP and Partner, you'll work in a collaborative, advisor-led environment where your professional development is actively supported. You'll have access to a full suite of planning tools, a deep bench of client service talent, and a leadership team that invests in your long-term success.

Highlights include:
* Transparent, competitive payout structure with room to grow
* Equity participation via tag-along rights
* Dedicated resources to help you grow your book and client base
* Comprehensive support across investments, insurance, estate and tax strategy
* Transition support tailored to wirehouse advisors, with high retention and hands-on service
* Full CSA and operational support to allow you to focus on clients
* Remote flexibility with access to a New York City base, if preferred
* A collaborative, growth-oriented culture where your voice matters

Ideal candidates will have experience in the wirehouse or bank channel and bring a strong track record of client service, growth ambition, and an entrepreneurial mindset. If you're ready for a more rewarding platform-both financially and professionally-this is an opportunity worth exploring.

Please apply for a confidential conversation about this opportunity.