Wealth Advisor (HNW Relationship Manager)

About the Opportunity

We’re partnering with a highly regarded, boutique RIA on Long Island that delivers a true white-glove client experience for high-net-worth families. This is a relationship-first Wealth Advisor role built for someone who wants to spend their time advising and deepening client relationships—not grinding on cold prospecting.

Why This Role Stands Out

• Inherit a book: take over ~80–100 existing client relationships
• Limited business development: consistent inbound leads; not a heavy hunter role
• High-touch model: boutique environment where advisors have time to advise (not churn)
• Strong support: access to specialists for advanced trust/tax/estate planning (you don’t need to be the technical quarterback)
• Succession + growth path: meaningful long-term opportunity in a stable, respected firm

What You’ll Be Doing

• Own and manage ~80–100 established HNW client relationships
• Lead client review meetings and ongoing planning conversations
• Deliver proactive advice across investments, retirement, and holistic planning goals
• Cook up complex planning needs (estate/tax/trust support available)
• Convert warm inbound opportunities generated through referrals and organic demand
• Provide a highly responsive, polished, white-glove client experience
• Partner closely with advisors and client service team to ensure seamless execution

What They’re Looking For

• 7+ years as a Wealth Advisor / Financial Advisor / Relationship Manager (HNW focus)
• CFP highly preferred
• Strong relationship management skills: personable, polished, trusted advisor presence
• Comfortable owning an established book and deepening multi-generational relationships

Compensation & Schedule

• Base salary: $150,000–$155,000
• Incentive opportunity on top of base
• Onsite 5 days/week (Mon–Fri)