Hiring: Private Wealth Advisor Company: N10 Assets Location: New York, NY Job Posted Time: 2026-09-11 11:42:02 Target Skills & Keywords : CFA, CFP, Financial Planning, Wealth Management About the job Experience: •10 years of relevant industry experience. Required Skills: •Managing and growing a book of high-net-worth client relationships. •Delivering holistic wealth management and financial planning solutions tailored to each client's goals. •Leading client and family meetings, including comprehensive wealth assessments that address each family's full financial picture. •Facilitating generational wealth transfer and family governance discussions where appropriate. •Coordinating with clients' existing advisory teams, including tax professionals and estate attorneys, to ensure a fully integrated approach. •Partnering with firm leadership to help shape the growth of a growing advisory platform. •Identifying and cultivating new business development opportunities. •Collaborating with internal teams to ensure a seamless client experience. Qualifications: •Minimum of 10 years of relevant industry experience. •Minimum annual production of approximately $500,000. •A transferable book of business. •Minimum average revenue on assets (ROA) of 75 basis points. •An established client footprint in Florida and/or the tri-state area preferred. •CFA®, CFP®, or similar advanced professional designation preferred. Compensation: •$200,000 - $1,500,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!