RIA Financial Advisor

Job Description

Description

Join a 10-year-old boutique wealth management firm founded by former major wirehouse advisors. The firm specializes in international HNW/UHNW clients and offers a unique multi-custodial platform with relationships across U.S., European, and Latin American custodians.

Built for entrepreneurial advisors, the firm offers full back-office support, high payouts, and complete ownership of client relationships. Advisors operate with true independence, without restrictive employment terms or non-solicits.

Position Overview:
We're seeking experienced Financial Advisors who want full autonomy, the ability to serve international HNW clients, and a compensation structure that reflects their value. The ideal candidate has a portable book of at least $5M in AUM, operates with integrity, and thrives in a white-glove service environment.

• Transition and manage existing book of clients
• Build and maintain client relationships, both domestic and international
• Customize multi-custodial investment solutions
• Collaborate with back-office team for trading, support, and compliance
• Conduct client meetings in preferred formats (in-person, remote, international travel, etc.)

Must-Have Qualifications:

• Minimum $5M in portable AUM
• Active Series 65 or equivalent registration
• Experience working with HNW/UHNW clientele
• Comfortable with independent 1099 model
• Clean or manageable U4 disclosures (firm is open to candidates with prior marks, depending on nature)

Nice-to-Have Qualifications:

• Experience serving international clients
• Familiarity with multiple custodians (Schwab, Interactive Brokers, Santander, Swiss banks)
• Multilingual skills (Spanish, Portuguese, French)
• Previous experience at a major wirehouse

• Full independence, no non-solicit agreements
• Flexible work location and schedule
• Voluntary group-rate benefits available
• High payout structure (65%+)
• Multinational custodial access
• White-glove support and culture
  

Ideal Candidate Profile:

This is an ideal role for a tenured advisor looking to break free from wirehouse limitations and serve a global client base with elite support. You should be confident working with HNW clients, comfortable operating independently, and excited by a flexible, entrepreneurial model with robust earning potential.