Private Wealth Advisor
forum groupBaltimore (MD)
About the role
Private Wealth Advisor We're partnered with a leading global wealth management firm that is looking to add an experienced Private Wealth Advisor to its team, focused on serving high and ultra high net worth individuals and families. The platform stands apart in the industry, offering robust, firm generated lead flow alongside decades of investment in technology, specialist resources, and a product suite few competitors can match.
What's In It For You:
- Robust, firm generated lead flow that supplements your own pipeline and accelerates growth from day one
- Global brand recognition that opens doors with prospects and referral sources
- A considerable transition package to support your move
- Direct access to lending, banking, trust, estate, and capital markets specialists to support complex client needs
- A dedicated support team so you can focus on clients, not administration
- Institutional grade technology and research
- Ability to serve clients with cross border and multi jurisdictional needs through a truly global footprint
- Long term career stability backed by one of the most established names in the industry
What We're Looking For:
- An established book of business or strong referral pipeline
- Deep experience serving complex, high balance client relationships
- A track record of consistent production growth
- Series 7/66 required, CFP preferred
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
More like this