Are you an experienced Senior Wealth Advisor with an established book of business looking for a platform that will help you grow your practice while continuing to deliver exceptional service to your clients?

Our client, a highly respected global wealth management firm, is seeking experienced Wealth Advisors to join its teams in Boston, MA or Portsmouth, NH. This is an exceptional opportunity for successful advisors who want the resources of a leading investment firm combined with a collaborative, advisor-focused culture that supports long-term success.  You will receive a competitive transition package including up front payments, higher payouts and back-end bonuses based on AUM and T12 revenue.

In this role, you’ll continue managing and growing your existing client relationships while delivering sophisticated investment and wealth management strategies to high-net-worth individuals and families. You’ll have access to institutional-quality research, an open-architecture investment platform, dedicated specialists, and comprehensive resources designed to help you expand your practice.

Qualifications:

  • Established book of business
  • FINRA Series 7 and Series 66 (or Series 63 & 65) licenses
  • Proven success developing, managing, and retaining client relationships
  • Entrepreneurial mindset with a commitment to delivering exceptional client service

Why Consider This Opportunity?

  • Collaborative, advisor-first culture
  • Open-architecture investment platform with broad investment solutions
  • Institutional-quality research and dedicated specialist support
  • Transition assistance and onboarding resources designed to support a successful move
  • Competitive compensation and significant long-term growth potential

Compensation: Expected total compensation $200,000 –  $1 million+, based upon the size and portability of your existing book of business, with additional transition and performance incentives.

If you’re considering a move and are looking for a firm that values advisor independence, client relationships, and long-term growth, we’d welcome the opportunity to have a confidential conversation.

Job Code: 18835

To apply for this job email your details to resume@kennison.com