Locations: San Francisco, CA | New York, NY | Chicago, IL | Houston, TX
Confidential Search Conducted by Spalding Hall Enterprises, LLC
Are you an established Financial Advisor with a portable book of business who is looking for a stronger platform to accelerate growth?
We are conducting a confidential search on behalf of a premier global investment banking and wealth management firm seeking experienced Financial Advisors with approximately $25M-$50M in transferable assets under management (AUM) .
This opportunity is ideal for advisors who want access to institutional-caliber resources, sophisticated wealth planning capabilities, robust operational support, and a compensation structure designed to reward long-term growth.
Whether you're looking to transition your existing practice or build alongside a senior advisor, this firm offers multiple pathways for experienced professionals committed to delivering exceptional client outcomes.
Join an established senior advisor and accelerate your career through mentorship, advanced planning experience, and direct exposure to high-net-worth and ultra-high-net-worth client relationships.
Designed for experienced advisors seeking greater autonomy while leveraging the resources of a premier wealth management platform.
Successful advisors choose this platform because it allows them to focus on serving clients while reducing administrative burdens.
Highlights include:
You are an accomplished advisor who has built meaningful client relationships and is ready to leverage a stronger platform without sacrificing your independence.
You're looking for:
If you're interested in exploring this confidential opportunity, we encourage you to apply.
Please submit your:
Email:
shawnspaldingrecruitment@gmail.com
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