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Wealth Advisor

United States, New York City 200000.00 - 250000.00 USD / Year · Job Posted January 22, 2026
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Job Description

The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging the firm's unified in-house team of experts to help clients achieve their financial goals.

Job Responsibility

  • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
  • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills
  • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions
  • Leverages the firm's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
  • Ensures adherence to compliance and regulatory policies as well as company standards of client care
  • Acts as a fiduciary, placing client interests and outcomes first

Requirements

  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
  • At least 7 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)
  • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
  • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
  • Advanced knowledge of the industry, financial products, and financial planning concepts
  • Superior communication skills
  • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
  • Experience utilizing financial planning software
  • Expert at collaboration and willing to help others
  • Strong core understanding of investments, along with the ability to perform asset allocation and analysis for portfolio reviews
  • Comprehensive understanding of compliance requirements

Nice to have

  • Master’s degree a plus
  • Sales aptitude and experience is preferred
  • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment

What we offer

  • Competitive benefits including health/dental/vision and 401 K
  • Additional benefits include employee assistance programs, wellness programs, parking, commuter benefits, and life insurance
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