Principal Wealth Manager

Freelance Recruiters is partnering with a technology-driven wealth management firm based in New York City to recruit Principal Wealth Managers to join their team. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth prospective clients. You will also work closely with the Product Development and M&A teams to shape the future roadmap of this firm's advisor technology platform, vet and convince other top wealth managers to join the firm.

Requirements

• 10+ years of investment advisory experience
• An existing client book of business that you actively advise today
• Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
• Excited by more ownership and the opportunity to have a meaningful impact
• Experience working with clients with assets in excess of $1m
• Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously

Benefits

• Access to best in class medical, dental, and vision plans
• Unlimited PTO + paid company holidays
• Solo 401(k)
• NYC office with breathtaking views in the heart of Manhattan
• Competitive total compensation package comprised of Revenue Participation and Equity
• Lunch, dinner, and snacks provided in the office
• Access to Teledoc ($0/visit telemedicine, 24/7 availability, family included)
• Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies
• Access to Health Advocate (Answers questions about plans, claims, and bills, Coordinates care, Books appointments, Family included)