We are partnering with a premier wealth management platform in the Chicago metro area that supports elite advisors with sophisticated clients. This team-oriented firm offers access to exclusive investments, white-glove support, and a transition framework that allows advisors to deepen relationships and elevate their practice.
We are partnering with one of the premier global wealth management platforms to help expand a high-performing team of advisors focused on ultra high net worth (UHNW) and high net worth (HNW) clients. This firm is known for its institutional capabilities, boutique client service, and team-based culture that fosters collaboration over competition.
This role is ideal for experienced advisors seeking more - more sophisticated clients, more support, more compensation upside, and more resources to grow a thriving book. The firm has invested heavily in tools, technology, and personnel to ensure advisors can focus on delivering best-in-class service to their clients.
What Makes This Opportunity Different:
Paired Advisor Model: All advisors work as part of a structured team, allowing for peer collaboration, continuity planning, and better client outcomes.
Proven Transition Platform: 90%+ asset transition success rate through dedicated support, internal referrals, and onboarding specialists.
Payout and Incentives: Highly competitive and flexible payout structures, with a robust long-term incentive program that aligns with advisor growth.
UHNW Focus: Advisors here work with sophisticated clients, often with $5MM+ in investable assets and complex financial lives.
Exclusive Investment Access: Gain access to an elite alternatives platform and direct private market opportunities that are not widely available elsewhere.
Top-Tier CSA Support: Advisors are supported by a deep bench of experienced client service professionals who handle the operational side of the business.
Institutional-Level Infrastructure: Full access to planning, investment research, capital markets, and banking resources that rival standalone RIAs and private banks.
Comprehensive Benefits: From health and retirement to advisor wellness and professional development, this firm invests in your long-term success.
Ideal Candidate Profile:
Currently managing or has managed a book of HNW/UHNW clients totaling $100MM+ in AUM
Team player who thrives in collaborative environments
Passionate about alternatives, private markets, and building customized portfolios
Interested in being part of a firm that rewards long-term partnership, not short-term transactions
Authorized to work in the U.S. and based in or near the Chicago metro area
Whether you're looking to transition your book in a highly structured environment or are considering a strategic move that gives you access to better support, better tools, and better investments - this is the kind of opportunity worth a conversation.
Please apply for a confidential conversation about this opportunity.
