Wealth Manager - New York

Are you an ambitious, entrepreneurial advisor looking for the next opportunity to grow your career? At Kingswood U.S., we’re searching for dynamic wealth managers ready to take advantage of unique growth opportunities in the heart of New York.

What We Offer:

• House Leads : Manage house accounts and receive qualified leads as they become available, helping you grow your book of business.
• Lead Generation Tools : Access cutting-edge lead generation software to expand your client base and enhance your outreach efforts.
• Competitive Payout Structure : Benefit from a compensation model that rewards your success as you manage house accounts and grow client relationships.

What We’re Looking For:

• Ambitious, entrepreneurial advisors with a passion for helping clients achieve their financial goals.
• Minimum of 3 years of experience in wealth management or a related field.
• Series 7, 65, or 66 licenses required.
• Based in New York with the ability to come into our midtown office.